Compass Wealth Management Employee Directory

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.

Find Compass Wealth Management employees' phone numbers or email addresses

Compass Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Africa
3

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  • South Africa
    3

Compass Wealth Management's Leadership

  • Stylized image of a person
    L. M.
    Wealth Manager
    Phone icon
  • Stylized image of a person
    R. A.
    Principal
    Phone icon
  • Stylized image of a person
    E. W.
    Financial Planning Associate
    Phone icon

Compass Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Compass Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. M.
    Wealth Manager
    Phone icon
    United StatesGeorgia
    Dec 16, 2025
  • Stylized image of a person
    R. A.
    Principal
    Phone icon
    United StatesGeorgia
    Dec 16, 2025
  • Stylized image of a person
    E. W.
    Financial Planning Associate
    Phone icon
    United States
    Dec 16, 2025

Frequently Asked Questions

What is Compass Wealth Management known for?

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Compass Wealth Management was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 115 Perimeter Center Place Suite 870 Atlanta, Georgia United States. Explore Compass Wealth Management's company overview page for more information.

What is Compass Wealth Management's most common email format?

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Compass Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compass Wealth Management email formats with LeadIQ.

How many employees does Compass Wealth Management have currently?

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Compass Wealth Management has approximately 7 employees as of February 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Compass Wealth Management's key employees and leadership?

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As of February 2026, Compass Wealth Management's key employees include:

  • Wealth Manager: L. M.
  • Principal: R. A.
  • Financial Planning Associate: E. W.

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