# WEALTH COMPASS FINANCIAL, INC.

WEALTH COMPASS FINANCIAL, INC. of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 290139
- Type: SEC-registered investment adviser
- SEC file number: 801-134778
- Location: 5860 OWENS AVENUE, SUITE 100, CARLSBAD, CA, 92008
- Phone: 760-509-4000
- Latest filing: 2026-04-27
- Regulatory AUM: $115.4M
- Discretionary AUM: $115.3M
- Non-discretionary AUM: $147K
- Clients: 2
- Accounts: 568

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Steven Thomas Nuckols | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ESCONDIDO | CA | 1 | (760) 747-4200 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290139/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290139/similar
- Related entities: https://search.stillhousedata.com/firm/290139/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290139

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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.