Compass Wealth Management, LLC

Compass Wealth Management, LLC (CRD# 156482) is a financial advisory firm headquartered in Atlanta, GA. They manage $153,500,000 in 865 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3340 Peachtree Rd., Suite 210, Atlanta, GA 30326
http://compasswm.net
By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    865
    ACCOUNTS
  • Average Account Value
    $177,457
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Compass Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Amato, financial advisor Atlanta GA
Robert A. Amato
CRD#: 2984669
3340 Peachtree Rd., Suite 210, Atlanta, GA 30326
96
Wealthminder
score

Robert Amato (CRD# 2984669) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry. Robert Amato has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Beau Davis, financial advisor Atlanta GA
Beau H. Davis
CRD#: 2829250
3340 Peachtree Rd., Suite 210, Atlanta, GA 30326
96
Wealthminder
score

Beau Davis (CRD# 2829250) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 19 years of experience in the finance industry. Beau Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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