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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| BEAR, JASON, W | I | OWNER/CCO | E | Control |
| MATTHES, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | |
| MATTHES, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | |
| MATTHES, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | |
| MATTHES, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | |
| MATTHES, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | |
| MATTHES, WILLIAM, LEE | I | OWNER | E | |
| MATTHES, WILLIAM, LEE | I | OWNER | E | |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHES, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | |
| MATTHES, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | |
| MATTHES, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MATTHES, WILLIAM, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | OWNER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
| MATTHES, CAROLYN, ANN | I | MEMBER | C | Control |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (10)
CA CT FL MA MD NC NY TX UT VA
Address
10 WATER STREETGUILFORD, CT 06437
United States
Phone: 203-453-7000