Insights

Niche Market Focus As an independent, Fee-Only wealth management firm with a relatively small team, Compass Wealth Management likely values personalized service and bespoke client solutions, presenting an opportunity to offer advanced financial planning tools and client engagement platforms tailored for boutique firms.

Growth Potential Managing over 260 million dollars in assets indicates a solid client base and growth trajectory, suggesting opportunities for premium financial products, digital onboarding solutions, or client communication enhancements to support expansion efforts.

Digital Infrastructure Utilizing a tech stack that includes cloud services and analytics tools demonstrates openness to digital transformation, making them receptive to innovative technologies such as CRM systems, cybersecurity services, or advanced data analytics to improve operational efficiency.

Industry Alignment Comparing with larger industry players with extensive employee bases and revenue, there is potential to introduce scalable solutions that can support their growth without disrupting their personalized service model, such as scalable compliance tools or portfolio management systems.

Regulatory Compliance Being registered with the SEC and operating within regulatory boundaries indicates a need for compliance solutions, reporting software, and consulting services to ensure ongoing adherence to financial regulations, especially as they grow.

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

Google Fonts API

Font Scripts

AngularJS

Javascript Frameworks

Priority Hints

Performance

X-Content-Type-Options

Web & Portal Technology

Google Analytics

Web Analytics

Compass Wealth Management Email Formats	Example	Percentage
First.Last@compasswm.net	John.Doe@compasswm.net	50%
First.Last@compasswm.net	John.Doe@compasswm.net	50%

Compass Wealth Management Email Formats

Example

Percentage

First.Last@compasswm.net

John.Doe@compasswm.net

50%

First.Last@compasswm.net

John.Doe@compasswm.net

50%

Frequently Asked Questions

Where is Compass Wealth Management's headquarters located?

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

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

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

How much revenue does Compass Wealth Management generate?

As of March 2026, Compass Wealth Management's annual revenue is estimated to be $5M.

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

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?

As of March 2026, Compass Wealth Management has approximately 7 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?

Compass Wealth Management operates in the Financial Services industry.

What technology does Compass Wealth Management use?

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?

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?

Compass Wealth Management was founded in 2011.

Compass Wealth Management

Q: How many employees does Compass Wealth Management have currently?

Compass Wealth Management has approximately 7 employees.

Q: What technology does Compass Wealth Management use?

Compass Wealth Management's tech stack includes Microsoft 365, jQuery CDN, RSS, jsDelivr, JSON-LD.

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.

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