Compass Wealth

$111.9MAssets under management
as of Aug 2026 · SEC Form ADV
St. Louis, MO
Visit website
7 people on Advicer connected to this.

Tech stack

No one at Compass Wealth has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $68M held · filed Dec 2024
Fidelity
Per Form ADV · $31M held · filed Dec 2024