COMPASS WEALTH ADVISORS

COMPASS WEALTH ADVISORS of PETALUMA, CA is an SEC-registered investment adviser (CRD 165749). Regulatory assets under management: $42.8M.

Registration

• CRD: 165749
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165749 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search