Wealth Compass Financial, Inc.
Wealth Compass Financial, Inc. (CRD# 290139) is a financial advisory firm headquartered in Carlsbad, CA. They manage $66,851,184 in 389 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management67MILLION
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Total Number of Accounts389ACCOUNTS
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Average Account Value$171,854
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, GA
Financial Advisors at Wealth Compass Financial, Inc.
1
Tod Lenhoff (CRD# 3255143) is an Investment Advisor Representative working at Wealth Compass Financial, Inc. in Carlsbad, CA and has over 24 years of experience in the finance industry.
2
Steven Nuckols (CRD# 6320555) is an Investment Advisor Representative working at Wealth Compass Financial, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry.
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