CRD: 106289
Compass Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-14-1997
- Office Locations
- 3
Office Locations
About Compass Wealth Management LLC
Compass Wealth Management works with entrepreneurs and business owners seeking a long-term partner for multi-generational planning. The team provides investment management and financial planning, including portfolio construction, tax and estate planning, insurance, and business succession guidance. Investment approach emphasizes enduring principles with a long track record, with portfolios heavily ETF-based and supported on Tamarac (Schwab custody).
Reported data analysis
What the numbers show
Between October 8, 2025 and February 25, 2026, reported AUM increased 12.0%, from $609.5M to $682.5M.
Across 5 reported observations, AUM increased 36.6% between November 17, 2022 and February 25, 2026, from $499.6M to $682.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 750 clients, or 187.5 clients per representative. That equates to $910.0K in reported AUM per client.
The profile lists 3 reported office locations and 29 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JASON W BEAR
Chief Compliance Officer, Owner, President
- CRD
- #5768783
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RADFORD E BROGDEN
Head of Financial Planning
- CRD
- #5335401
EMILY CLARE AMBROSE CAFASSO
Wealth Advisor
- CRD
- #5859840
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $682,519,106 | $733,103 |
| Non-Discretionary | $0 | -- |
| Total | $682,519,106 | $733,103 |
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Separately Managed Accounts
SMA allocation detail is available
Compass Wealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Compass Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.