# COMPASS WEALTH ADVISORS, LLC

COMPASS WEALTH ADVISORS, LLC of ELKHART, IN is an SEC-registered investment adviser.

## Registration

- CRD: 117129
- Type: SEC-registered investment adviser
- SEC file number: 801-60956
- Location: 100 S. MAIN ST., ELKHART, IN, 46516-3122
- Phone: 574-522-3738
- Latest filing: 2017-03-14
- Regulatory AUM: $202.3M
- Discretionary AUM: $200.6M
- Non-discretionary AUM: $1.8M
- Clients: 4
- Accounts: 1,218

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| REASONER PAUL DEVAUX | CHAIRMAN; CHAIRMAN, CHIEF INVESTMENT OFFICER; CHAIRMAN, CHIEF INVESTMENT OFFICER, MANAGING MEMBER | — |
| COATES AARON SCOTT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; MEMBER | — |
| BOSS LINDA ANN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, MEMBER (+2 more) | — |
| SCHOENFELD GREGORY LEE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, MEMBER (+1 more) | — |
| TRAXLER AMY SUE | MEMBER | — |
| REASONER PAUL D | CHAIRMAN | — |
| COATES AARON S | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; MEMBER | — |
| BOSS LINDA A | CHIEF FINANCIAL OFFICER | — |
| REASONER PAUL DE VAUX | MEMBER | — |
| DEHOFF DEBORAH ARLENE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117129/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117129/similar
- Related entities: https://search.stillhousedata.com/firm/117129/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117129

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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.