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Compass Wealth Management, LLC

Compass Wealth Management, LLC. CRD 130693

Compass Wealth Management, LLC logo

CRD: 130693

Compass Wealth Management, LLC

Ayer, MA
9788285681
www.compassinvest.com
$98.0M Total AUM
$98.0M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
03-10-2004
Office Locations
1

Office Locations

-- Ayer MA

About Compass Wealth Management, LLC

COMPASS Wealth Management, LLC is a fee-only independent RIA serving individuals and families along the East Coast, providing customized wealth management, investment management, and financial planning. The firm also advises companies on corporate assets and retirement plan sponsor fiduciary needs. Led by Louis E. Conrad II, CFA—former mutual fund manager and ex-Fidelity research director—COMPASS is active in investor education and media, including ETF commentary and speaking engagements.

Team overview

-- AVG AGE
$98.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Ember wave Pathway Insight Prime eagle Frontier

CRM

Foundation

Custodian

Peak Pathway

Investment Themes

Unison oak Unison optima

Investment Vehicles

Foundation Horizon

Services

North Legacy Oak Capital matrix Fusion harbor Vital Timber zenith Eagle

Owner & Executives

L

LOUIS EUGENE CONRAD II

Chief Compliance Officer, Director

CRD
#4770097
Ownership
75% or more
(435) 502-9199
crest.fusion@meridiancapital.com
in linkedin.com/in/capital-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2011
02-28-2012
Category Assets AVG. Account size
Discretionary $97,951,636 $183,557
Non-Discretionary $0 $575,868
Total $97,951,636 $185,701

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Separately Managed Accounts

Total SMA Asset: $97,951,636

$98.0M Total SMA
Public Funds:
14.9%
Equity - Exchange:
47.0%
Cash:
38.1%
Asset class Assets Assets %
Public Funds $710,442,197 14.9%
Equity - Exchange $2,240,992,165 47.0%
Cash $1,816,634,075 38.1%
Total $4,768,068,437 100.0%

13F Holdings | Q1 2025

Issuer Class Cusip Ticker % Value
UNISON PATHWAY CREST WAVE 39KFGYP46 GFR 1.18% $63,006,753
HORIZON PIONEER ATLAS MATRIX FOUNDATION 69DB3TXMX BNPXG 7.19% $70,561,372
HARBOR VERTEX EMBER HARBOR CREST Y1JTX2JZ7 DAJY 8.47% $119,300,216
ATLAS MOMENTUM QUANTUM MOMENTUM ALPHA A4TW0ADEQ LZU 9.10% $17,586,496
CREST DELTA PATHWAY SUMMIT E8HYZO091 NNVER 5.19% $50,123,821
HARBOR FOUNDATION RIDGE VALUE BEACON 8YFYOE2GA GFGGN 11.65% $7,276,966
FOCUS INSIGHT TIMBER EMBER X2GP8Q9F9 SUL 9.22% $44,890,718
HORIZON BRIDGE SIGNAL RADIAL 961WS9UHA FXXW 0.96% $105,246,073

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