# COMPASS WEALTH MANAGEMENT LLC

COMPASS WEALTH MANAGEMENT LLC of GUILFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 106289
- Type: SEC-registered investment adviser
- SEC file number: 801-53805
- Location: 10 WATER STREET, GUILFORD, CT, 06437
- Phone: 203-453-7000
- Latest filing: 2026-02-25
- Regulatory AUM: $682.5M
- Discretionary AUM: $682.5M
- Clients: 5
- Accounts: 931

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jason W Bear | OWNER/CCO | — |
| MATTHES WILLIAM LEE | MEMBER/CHIEF COMPLIANCE OFFICER; OWNER; OWNER/CHIEF COMPLIANCE OFFICER | — |
| MATTHES CAROLYN ANN | MEMBER; OWNER | — |
| BEAR JASON W | OWNER/CCO | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WESTPORT | CT | 1 | (203) 453-7000 |
| — | — | 1 | (203) 453-7000 |
| WESTPORT | CT | 1 | (203) 453-7000 |
| — | — | 1 | (203) 453-7000 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106289/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106289/similar
- Related entities: https://search.stillhousedata.com/firm/106289/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106289

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.