# Compass Wealth Management, LLC

> Compass Wealth Management, LLC is a state-registered investment advisory firm in Rutherford, NJ, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated January 22, 2026.

- CRD: 136273
- Filed as: COMPASS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rutherford, NJ
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136273
- AdvisorCensus page: https://advisorcensus.com/firm/compass-wealth-management-llc-rutherford-nj-136273

## Quick answers

**How is Compass Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Compass Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Compass Wealth Management, LLC located?**
Compass Wealth Management, LLC's principal office is in Rutherford, NJ, according to its Form ADV.

**Is Compass Wealth Management, LLC registered with the SEC or a state?**
Compass Wealth Management, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136273.

**Does Compass Wealth Management, LLC report any disciplinary disclosures?**
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/136273

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2005 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- compasswealthmanagement.net
- LinkedIn @COMPASSWEALTHMANAGEMENTLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Wealth Management, LLC (CRD 136273): Form ADV filing data as of October 2026.