Compass Wealth Management LLC
Compass Wealth Management LLC reported a Form 13F information table total of $404.55 million in 75 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1965653): holdings report, quarter ended 2026-03-31, filed 2026-04-21; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SK Wealth Management, LLC | United States | $0.405B | 78 |
| Meiji Yasuda America Inc | United States | $0.404B | 57 |
| COFG Advisors, LLC | United States | $0.404B | 241 |
| Peterson Wealth Services | United States | $0.405B | 215 |
| O'Keefe Stevens Advisory, Inc. | United States | $0.405B | 76 |
| CARDEROCK CAPITAL MANAGEMENT INC | United States | $0.405B | 73 |
| Northeast Financial Group, Inc. | United States | $0.404B | 90 |
| Aspen Capital Management, LLC | United States | $0.404B | 77 |
| KEATING INVESTMENT COUNSELORS INC | United States | $0.404B | 59 |
| Diligent Investors, LLC | United States | $0.404B | 346 |