RIA Intel›Advisers›California›COMPASS WEALTH ADVISORS, LLC

COMPASS WEALTH ADVISORS, LLC

Advisory

PETALUMA, CA

Data as of May 26, 2026 · Source: SEC Form ADV

Rank in CA

#3,610

of 5,480 advisers by AUM

Average account

$261K

across 164 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients167

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

167 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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