Compass Wealth Advisors
% of assets managed in Petaluma, CA
State registeredNo commissions reported
Public-record details
- Address
- 830 D Street5, Petaluma, CA 94952
- Phone
- (707) 494-3250
- Listed under
- % of assets managed
- Legal name
- Compass Wealth Advisors, LLC
- CRD number
- 165749
- Registration
- State registered: CA
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $42.8 million
- Accounts managed
- 164
- Clients reported (Form ADV 5.D)
- 167
- Individual / high-net-worth clients
- 164 / 2
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-05-26
Read the official record
- SEC IAPD summary for CRD 165749 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Petaluma
Allpoint Financial GroupSEC registeredNo commissions reportedBreen Wealth Management, LLCSEC registeredNo commissions reportedCreekside PartnersSEC registeredNo commissions reportedDobson Asset ManagementSEC registeredNo commissions reportedFpc Investment Advisory, INC.SEC registeredNo commissions reportedJpc Wealth Management, INC.SEC registeredNo commissions reportedNorth Bay Wealth ManagementSEC registeredNo commissions reportedThe McBride GroupState registeredNo commissions reported