$115.4M Total AUM
$115.3M Disc. AUM
-- 3Y CAGR
2 Employees
146,950 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-08-2017
- Office Locations
- 1
Office Locations
5860 Owens AVE #150 Carlsbad CA
About Wealth Compass Financial, Inc.
Wealth Compass Financial, Inc. provides retirement-focused wealth management, integrating tax planning and insurance into client strategies. The team builds risk-aligned portfolios to help clients grow and conserve assets, and serves both retail and institutional relationships. Custody is supported through Charles Schwab and Fidelity/NFS.
Team overview
33 AVG AGE
$57.7M AVG AUM / ADVISOR
$785 AVG AUM / CLIENT
5.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
STEVEN THOMAS NUCKOLS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6320555
- Ownership
- 75% or more
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TOD LEIGHTON LENHOFF
Wealth Manager
- CRD
- #3255143
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,254,613 | $203,271 |
| Non-Discretionary | $146,699 | $146,699 |
| Total | $115,401,312 | $203,171 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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