COMPASS WEALTH MANAGEMENT, LLC
CRD #156482 SEC #801-72172 ATLANTA, GA 678-619-2364
SEC Registered
Total AUM
$267.8M
Discretionary
$267.8M
Employees
5
Clients
101
Accounts
761
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $267.8M | $267.8M | $0 | 5 | 0 |
| Mar 2025 | $267.8M | $267.8M | $0 | 5 | 0 |
| Mar 2024 | $225.3M | $225.3M | $0 | 5 | 0 |
| Mar 2023 | $192.4M | $192.4M | $0 | 4 | 0 |
| Aug 2022 | $180.1M | $180.1M | $0 | 4 | 0 |
| Aug 2022 | $180.1M | $180.1M | $0 | 4 | 0 |
| Feb 2022 | $180.1M | $180.1M | $0 | 4 | 0 |
| Jul 2021 | $250.5M | $250.5M | $0 | 4 | 0 |
| Mar 2021 | $250.5M | $250.5M | $0 | 4 | 0 |
| Oct 2020 | $221M | $221M | $0 | 4 | 0 |
| Jun 2020 | $221M | $221M | $0 | 4 | 0 |
| Mar 2020 | $221M | $221M | $0 | 4 | 0 |
| Mar 2019 | $187.4M | $187.4M | $0 | 3 | 0 |
| Aug 2018 | $184.9M | $184.9M | $0 | 2 | 0 |
| Mar 2018 | $184.9M | $184.9M | $0 | 2 | 0 |
| Mar 2017 | $153.5M | $153.5M | $0 | 2 | 200 |
| Feb 2016 | $142M | $142M | $0 | 2 | 200 |
| Jun 2015 | $145M | $145M | $0 | 2 | 200 |
| Mar 2015 | $145M | $145M | $0 | 2 | 200 |
| Mar 2014 | $136.8M | $136.8M | $0 | 2 | 138 |
| Feb 2013 | $122.9M | $122.9M | $0 | 2 | 138 |
| Jan 2013 | $99.8M | $99.8M | $0 | 2 | 119 |
| Mar 2012 | $99.8M | $99.8M | $0 | 1 | 119 |
| Mar 2012 | $99.8M | $99.8M | $0 | 1 | 119 |
| Jun 2011 | $89.2M | $89.2M | $0 | 5 | -- |
| Jun 2011 | $89.2M | $89.2M | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
DateJul 2025
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$192.4M
Discretionary$192.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$153.5M
Discretionary$153.5M
Non-Disc.$0
Employees2
Clients200
DateFeb 2016
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees2
Clients200
DateJun 2015
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees2
Clients138
DateFeb 2013
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees2
Clients138
DateJan 2013
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients119
DateMar 2012
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees1
Clients119
DateMar 2012
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees1
Clients119
DateJun 2011
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--