COMPASS WEALTH MANAGEMENT LLC
CRD #106289 SEC #801-53805 GUILFORD, CT 203-453-7000
SEC Registered
Total AUM
$609.5M
Discretionary
$609.5M
Employees
5
Clients
51
Accounts
895
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $609.5M | $609.5M | $0 | 5 | 341 |
| Feb 2025 | $609.5M | $609.5M | $0 | 5 | 341 |
| Mar 2024 | $542.1M | $542.1M | $0 | 5 | 0 |
| Mar 2024 | $542.1M | $542.1M | $0 | 5 | 0 |
| Feb 2023 | $461.3M | $461.3M | $0 | 4 | 2 |
| Nov 2022 | $499.6M | $499.6M | $0 | 4 | 2 |
| Jul 2022 | $499.6M | $499.6M | $0 | 4 | 2 |
| Jan 2022 | $499.6M | $499.6M | $0 | 4 | 2 |
| Mar 2021 | $419.6M | $419.6M | $0 | 4 | 1 |
| Jun 2020 | $409M | $402M | $7M | 3 | 6 |
| Mar 2020 | $409M | $402M | $7M | 3 | 6 |
| Jan 2020 | $420M | $413M | $7M | 3 | 600 |
| Mar 2019 | $420M | $413M | $7M | 3 | 600 |
| Oct 2018 | $415M | $408M | $7M | 3 | 600 |
| Mar 2018 | $415M | $408M | $7M | 3 | 600 |
| Mar 2017 | $277M | $272M | $5M | 3 | 350 |
| Mar 2016 | $238M | $227M | $11M | 2 | 350 |
| Mar 2015 | $263M | $248M | $15M | 2 | 390 |
| Mar 2014 | $243M | $195M | $48M | 2 | 350 |
| Jul 2013 | $131.9M | $131.9M | $0 | 2 | 300 |
| Jul 2013 | $131.9M | $131.9M | $0 | 2 | 300 |
| Apr 2013 | $131.9M | $131.9M | $0 | 2 | 300 |
| Mar 2012 | $115M | $115M | $0 | 1 | 300 |
| Mar 2011 | $110M | $110M | $0 | 5 | -- |
| Mar 2009 | $82M | $82M | $0 | 5 | -- |
| Mar 2007 | $115M | $115M | $0 | 5 | -- |
| Mar 2006 | $99M | $99M | $0 | 5 | -- |
| Sep 2005 | $90M | $90M | $0 | 5 | -- |
| Mar 2004 | $72M | $72M | $0 | 5 | -- |
| Apr 2002 | $62M | $62M | $0 | 5 | -- |
DateOct 2025
Total AUM$609.5M
Discretionary$609.5M
Non-Disc.$0
Employees5
Clients341
DateFeb 2025
Total AUM$609.5M
Discretionary$609.5M
Non-Disc.$0
Employees5
Clients341
DateMar 2024
Total AUM$542.1M
Discretionary$542.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$542.1M
Discretionary$542.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees4
Clients2
DateNov 2022
Total AUM$499.6M
Discretionary$499.6M
Non-Disc.$0
Employees4
Clients2
DateJul 2022
Total AUM$499.6M
Discretionary$499.6M
Non-Disc.$0
Employees4
Clients2
DateJan 2022
Total AUM$499.6M
Discretionary$499.6M
Non-Disc.$0
Employees4
Clients2
DateMar 2021
Total AUM$419.6M
Discretionary$419.6M
Non-Disc.$0
Employees4
Clients1
DateJun 2020
Total AUM$409M
Discretionary$402M
Non-Disc.$7M
Employees3
Clients6
DateMar 2020
Total AUM$409M
Discretionary$402M
Non-Disc.$7M
Employees3
Clients6
DateJan 2020
Total AUM$420M
Discretionary$413M
Non-Disc.$7M
Employees3
Clients600
DateMar 2019
Total AUM$420M
Discretionary$413M
Non-Disc.$7M
Employees3
Clients600
DateOct 2018
Total AUM$415M
Discretionary$408M
Non-Disc.$7M
Employees3
Clients600
DateMar 2018
Total AUM$415M
Discretionary$408M
Non-Disc.$7M
Employees3
Clients600
DateMar 2017
Total AUM$277M
Discretionary$272M
Non-Disc.$5M
Employees3
Clients350
DateMar 2016
Total AUM$238M
Discretionary$227M
Non-Disc.$11M
Employees2
Clients350
DateMar 2015
Total AUM$263M
Discretionary$248M
Non-Disc.$15M
Employees2
Clients390
DateMar 2014
Total AUM$243M
Discretionary$195M
Non-Disc.$48M
Employees2
Clients350
DateJul 2013
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees2
Clients300
DateJul 2013
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees2
Clients300
DateApr 2013
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees2
Clients300
DateMar 2012
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--