{
  "crd_number": 130693,
  "slug": "compass-wealth-management-llc-ayer-ma-130693",
  "primary_business_name": "COMPASS WEALTH MANAGEMENT, LLC",
  "legal_name": "COMPASS WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Ayer",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-02-28",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 97951636.0,
  "raum_discretionary": 97951636.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 9684.0,
      "count": null,
      "description": "COMPASS WEALTH MANAGEMENT, LLC ACCOUNT",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 1308688.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 13987730.0,
      "count": 27
    },
    "high_net_worth_individuals": {
      "raum": 82645534.0,
      "count": 39
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH"
  ],
  "websites": [
    "https://compassinvest.com",
    "https://compasswealthmgmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130693",
  "city_as_filed": "AYER",
  "url": "https://advisorcensus.com/firm/compass-wealth-management-llc-ayer-ma-130693",
  "display_name": "Compass Wealth Management, LLC",
  "summary": "Compass Wealth Management, LLC is a state-registered investment advisory firm in Ayer, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.",
  "citation": "AdvisorCensus. Compass Wealth Management, LLC (CRD 130693): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Compass Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Compass Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Compass Wealth Management, LLC located?",
      "a": "Compass Wealth Management, LLC's principal office is in Ayer, MA, according to its Form ADV."
    },
    {
      "q": "Is Compass Wealth Management, LLC registered with the SEC or a state?",
      "a": "Compass Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 130693."
    },
    {
      "q": "How much does Compass Wealth Management, LLC manage?",
      "a": "Compass Wealth Management, LLC reports $97,951,636 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Compass Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (27)."
    },
    {
      "q": "Does Compass Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130693"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/compass-wealth-management-llc-ayer-ma-130693.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 13987730.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 39,
      "fewer_than_5": false,
      "raum": 82645534.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1308688.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 9684.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130693",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}