COMPASS WEALTH MANAGEMENT LLC of GUILFORD, CT is an SEC-registered investment adviser (CRD 106289). Regulatory assets under management: $682.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WESTPORT | CT | 1 | (203) 453-7000 |
| — | — | 1 | (203) 453-7000 |
| WESTPORT | CT | 1 | (203) 453-7000 |
| — | — | 1 | (203) 453-7000 |