Compass Wealth Management

Compass Wealth Management

Financial Services 115 Perimeter Center Pl 8 employees
Employees
8
Contacts
2
Emails
2
Phones
1

Compass Wealth Management Overview

Headquarters
115 Perimeter Center Pl
Phone Number
Available in AeroLeads
Website
compasswm.net
Industry
Financial Services
Employees
8
Founded
2011
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Compass Wealth Management

Compass Wealth Management is an independent, Fee-Only, Wealth Management and Investment Advisory firm based in Atlanta. With over $260 million in assets under management, we help our clients realize their financial goals. Disclaimer: This page is a publication of Compass Wealth Management, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Compass Wealth Management, LLC does not offer legal, accounting or tax advice. Advice provided is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. Clicking the “Like” button is not a testimonial for or endorsement of Compass Wealth Management, LLC or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators. This page may post links to information contained on a third-party website. Compass Wealth Management, LLC does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office directly.

Compass Wealth Management Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Compass Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Monica C. Hinostroza Operations Manager for Insurance
Email
Eva Wei Social Media Strategist - Creative
View
Lance Miller, Cfp® Certified Financial Planner™
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1

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