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Compass Wealth Advisors
Compass Wealth Advisors is an SEC-registered investment adviser in Petaluma, CA. The firm manages approximately $43 million in regulatory assets.
Compass Wealth Advisors
Compass Wealth Advisors is an SEC-registered investment adviser in Petaluma, CA. The firm manages approximately $43 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Compass Wealth Advisors provide?
As a registered investment adviser, Compass Wealth Advisors likely offers financial planning and investment management to clients. However, no specific service offerings are publicly detailed.
Who are the key people at Compass Wealth Advisors?
No named principals or team members are listed in public records. The firm's leadership and advisory staff remain unidentified.
How can I contact Compass Wealth Advisors?
No contact information—including address, phone number, or website—has been publicly located. The firm's registration as an RIA may be recorded with state or federal regulators.
Is Compass Wealth Advisors a single family office or a multi-family office?
The firm's classification as an RIA suggests it manages assets for multiple clients, but its specific structure—single or multi-family office—is not disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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