COMPASS WEALTH ADVISORS, LLC

CRD #117129 SEC #801-60956 ELKHART, IN 574-522-3738

SEC Registered

Total AUM

$170.7M

Discretionary

$166M

Employees

Clients

Accounts

965

Firm Details

Organization Type: Limited Liability Company
State of Formation: Indiana
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 1, 2016
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DEHOFF, DEBORAH, ARLENE	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEHOFF, DEBORAH, ARLENE	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEHOFF, DEBORAH, ARLENE	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEHOFF, DEBORAH, ARLENE	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEHOFF, DEBORAH, ARLENE	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEHOFF, DEBORAH, ARLENE	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEHOFF, DEBORAH, ARLENE	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEHOFF, DEBORAH, ARLENE	I	CHIEF COMPLIANCE OFFICER	NA	Control
REASONER, PAUL, DE VAUX	I	MEMBER	E	Control
REASONER, PAUL, DE VAUX	I	MEMBER	E	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
REASONER, PAUL, D	I	CHAIRMAN	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER, MANAGING MEMBER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER, MANAGING MEMBER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER, MANAGING MEMBER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER	D	Control
REASONER, PAUL, DEVAUX	I	CHAIRMAN, CHIEF INVESTMENT OFFICER, MANAGING MEMBER	D	Control
BOSS, LINDA, A	I	CHIEF FINANCIAL OFFICER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
BOSS, LINDA, ANN	I	MEMBER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
BOSS, LINDA, ANN	I	MEMBER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, MEMBER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, MEMBER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, MEMBER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
BOSS, LINDA, ANN	I	CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, MEMBER	B	Control
COATES, AARON, S	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	B	Control
COATES, AARON, S	I	MEMBER	B	Control
COATES, AARON, SCOTT	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	B	Control
COATES, AARON, SCOTT	I	CHIEF COMPLIANCE OFFICER	B	Control
COATES, AARON, SCOTT	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	B	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	MEMBER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER	B
SCHOENFELD, GREGORY, LEE	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
TRAXLER, AMY, SUE	I	MEMBER	B
TRAXLER, AMY, SUE	I	MEMBER	B
TRAXLER, AMY, SUE	I	MEMBER	B
TRAXLER, AMY, SUE	I	MEMBER	B
TRAXLER, AMY, SUE	I	MEMBER	B
TRAXLER, AMY, SUE	I	MEMBER	B

Registrations

Federal

Nov 1, 2016 REGISTERED

Notice Filings (8)

FL IL IN MI SC TN TX WI

Address

100 S. MAIN ST.
ELKHART, IN 46516-3122
United States

Phone: 574-522-3738