# COMPASS WEALTH ADVISORS

COMPASS WEALTH ADVISORS of PETALUMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 165749
- Type: SEC-registered investment adviser
- Location: 830 D STREET5, PETALUMA, CA, 94952
- Phone: 707-494-3250
- Latest filing: 2026-05-26
- Regulatory AUM: $42.8M
- Discretionary AUM: $42.8M
- Clients: 1
- Accounts: 164

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165749/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165749/similar
- Related entities: https://search.stillhousedata.com/firm/165749/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165749

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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.