MONEY COMPASS ADVISORS

MONEY COMPASS ADVISORS is an SEC-registered investment adviser (CRD 310412). Regulatory assets under management: $10.5M.

Registration

• CRD: 310412
• Type: Registered investment adviser
• Phone: 707-939-5032
• Latest filing: 2026-03-25
• Regulatory AUM: $10.5M
• Discretionary AUM: $10.5M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310412 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search