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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLER, LANCE, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, LANCE, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, LANCE, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, LANCE, ALEC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Miller, Lance | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Miller, Lance | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Miller, Lance | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING PARTNER | E | Control |
| AMATO, ROBERT, ANTHONY | I | PRINCIPAL | E | Control |
| AMATO, ROBERT, ANTHONY | I | PRINCIPAL | E | Control |
| AMATO, ROBERT, ANTHONY | I | PRINCIPAL | E | Control |
| AMATO, ROBERT, ANTHONY | I | PRINCIPAL | E | Control |
| AMATO, ROBERT, ANTHONY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| AMATO, ROBERT, ANTHONY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| AMATO, ROBERT, ANTHONY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLEY, JAMES, ROBERT | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING PARTNER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING PARTNER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING PARTNER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING MEMBER | D | Control |
| AMATO, ROBERT, ANTHONY | I | MANAGING PARTNER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, BEAU, HUNTER | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Jul 7, 2025 REGISTERED
Notice Filings (4)
FL GA LA SC
Address
115 PERIMETER CENTER PLSUITE 870
ATLANTA, GA 30346
United States
Phone: 678-619-2364