$307.7M Total AUM
$307.7M Disc. AUM
17.5% 3Y CAGR
4 Employees
171 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-14-2011
- Office Locations
- 2
Office Locations
115 Perimeter Center PL Suite 870 Atlanta GA
3340 Peachtree Rd. Suite 620 Atlanta GA
About Compass Wealth Management, LLC
Compass Wealth Management is an independent, fee-only RIA in Atlanta serving corporate executives, business owners, and retirees with ongoing financial planning and customized investment management. The team updates plans on a defined schedule and builds portfolios around legacy or low-basis holdings, tailoring income and hedging strategies at the account level. NAPFA member; cites 99% client retention.
Team overview
39 AVG AGE
$153.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT ANTHONY AMATO
Chief Compliance Officer, PRINCIPAL
- CRD
- #2984669
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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L
LANCE ALEC MILLER
--
- CRD
- #6655370
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,703,917 | $398,065 |
| Non-Discretionary | $0 | -- |
| Total | $307,703,917 | $398,065 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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