COMPASS WEALTH ADVISORS, LLC
CRD #117129 SEC #801-60956 ELKHART, IN 574-522-3738
SEC Registered
Total AUM
$170.7M
Discretionary
$166M
Employees
4
Clients
0
Accounts
965
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $202.3M | $200.6M | $1.8M | 4 | 500 |
| Nov 2016 | $170.7M | $166M | $4.7M | 4 | 500 |
| Oct 2016 | $170.7M | $166M | $4.7M | 4 | 500 |
| Feb 2016 | $170.7M | $166M | $4.7M | 4 | 500 |
| Mar 2015 | $184.9M | $177.3M | $7.6M | 4 | 400 |
| Oct 2014 | $170.3M | $170.3M | $0 | 6 | 350 |
| Apr 2014 | $170.3M | $170.3M | $0 | 6 | 350 |
| Mar 2014 | $170.3M | $170.3M | $0 | 6 | 350 |
| Mar 2013 | $146.7M | $146.7M | $0 | 8 | 325 |
| Oct 2012 | $140.9M | $140.9M | $0 | 6 | 310 |
| Oct 2012 | $140.9M | $140.9M | $0 | 6 | 310 |
| Feb 2012 | $140.9M | $140.9M | $0 | 6 | 310 |
| May 2011 | $148.6M | $148.6M | $0 | 10 | -- |
| Mar 2011 | $148.6M | $148.6M | $0 | 10 | -- |
| Aug 2010 | $137.6M | $137.6M | $0 | 5 | -- |
| Mar 2008 | $161.4M | $159.3M | $2.1M | 10 | -- |
| Mar 2008 | $161.4M | $159.3M | $2.1M | 10 | -- |
| Mar 2007 | $135.9M | $108M | $27.9M | 10 | -- |
| Nov 2006 | $114.1M | $7.6M | $106.4M | 10 | -- |
| Mar 2006 | $114.1M | $7.6M | $106.4M | 10 | -- |
| Sep 2005 | $90.5M | $5.6M | $84.8M | 10 | -- |
| Dec 2003 | $86M | $0 | $86M | 5 | -- |
DateMar 2017
Total AUM$202.3M
Discretionary$200.6M
Non-Disc.$1.8M
Employees4
Clients500
DateNov 2016
Total AUM$170.7M
Discretionary$166M
Non-Disc.$4.7M
Employees4
Clients500
DateOct 2016
Total AUM$170.7M
Discretionary$166M
Non-Disc.$4.7M
Employees4
Clients500
DateFeb 2016
Total AUM$170.7M
Discretionary$166M
Non-Disc.$4.7M
Employees4
Clients500
DateMar 2015
Total AUM$184.9M
Discretionary$177.3M
Non-Disc.$7.6M
Employees4
Clients400
DateOct 2014
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees6
Clients350
DateApr 2014
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees6
Clients350
DateMar 2014
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees6
Clients350
DateMar 2013
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees8
Clients325
DateOct 2012
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees6
Clients310
DateOct 2012
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees6
Clients310
DateFeb 2012
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees6
Clients310
DateMay 2011
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$161.4M
Discretionary$159.3M
Non-Disc.$2.1M
Employees10
Clients--
DateMar 2008
Total AUM$161.4M
Discretionary$159.3M
Non-Disc.$2.1M
Employees10
Clients--
DateMar 2007
Total AUM$135.9M
Discretionary$108M
Non-Disc.$27.9M
Employees10
Clients--
DateNov 2006
Total AUM$114.1M
Discretionary$7.6M
Non-Disc.$106.4M
Employees10
Clients--
DateMar 2006
Total AUM$114.1M
Discretionary$7.6M
Non-Disc.$106.4M
Employees10
Clients--
DateSep 2005
Total AUM$90.5M
Discretionary$5.6M
Non-Disc.$84.8M
Employees10
Clients--
DateDec 2003
Total AUM$86M
Discretionary$0
Non-Disc.$86M
Employees5
Clients--