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Gathering insights about Compass Wealth Management

Compass Wealth Management Tech Stack

Compass Wealth Management uses 8 technology products and services including Cloudflare CDN, Squarespace, Microsoft 365, and more. Explore Compass Wealth Management's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Squarespace
    Content Management System
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • AngularJS
    Javascript Frameworks
  • Priority Hints
    Performance
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics

Media & News

Compass Wealth Management's Email Address Formats

Compass Wealth Management uses at least 1 format(s):
Compass Wealth Management Email FormatsExamplePercentage
First.Last@compasswm.netJohn.Doe@compasswm.net
50%
First.Last@compasswm.netJohn.Doe@compasswm.net
50%

Frequently Asked Questions

Where is Compass Wealth Management's headquarters located?

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Compass Wealth Management's main headquarters is located at 115 Perimeter Center Place, Suite 870. The company has employees across 2 continents, including North AmericaAfrica.

What is Compass Wealth Management's official website and social media links?

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Compass Wealth Management's official website is compasswm.net and has social profiles on LinkedIn.

How much revenue does Compass Wealth Management generate?

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As of December 2025, Compass Wealth Management's annual revenue is estimated to be $5M.

What is Compass Wealth Management's SIC code NAICS code?

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Compass Wealth Management's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Compass Wealth Management have currently?

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As of December 2025, Compass Wealth Management has approximately 6 employees across 2 continents, including North AmericaAfrica. Key team members include Wealth Manager: L. M.Principal: R. A.Financial Planning Associate: E. W.. Explore Compass Wealth Management's employee directory with LeadIQ.

What industry does Compass Wealth Management belong to?

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Compass Wealth Management operates in the Financial Services industry.

What technology does Compass Wealth Management use?

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Compass Wealth Management's tech stack includes Cloudflare CDNSquarespaceMicrosoft 365Google Fonts APIAngularJSPriority HintsX-Content-Type-OptionsGoogle Analytics.

What is Compass Wealth Management's email format?

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Compass Wealth Management's email format typically follows the pattern of First.Last@compasswm.net. Find more Compass Wealth Management email formats with LeadIQ.

When was Compass Wealth Management founded?

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Compass Wealth Management was founded in 2011.

Compass Wealth Management

Financial ServicesGeorgia, United States2-10 Employees

Compass Wealth Management is an independent, Fee-Only, Wealth Management and Investment Advisory firm based in Atlanta. With over $260 million in assets under management, we help our clients realize their financial goals. 

Disclaimer:
This page is a publication of Compass Wealth Management, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Compass Wealth Management, LLC does not offer legal, accounting or tax advice. Advice provided is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision.
Clicking the “Like” button is not a testimonial for or endorsement of Compass Wealth Management, LLC or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators.
This page may post links to information contained on a third-party website. Compass Wealth Management, LLC does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office directly.

Section iconCompany Overview

Headquarters
115 Perimeter Center Place, Suite 870
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Compass Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Compass Wealth Management's revenue is estimated to be in the range of $1M$10M

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