COMPASS Wealth Management, LLC is a fee-only, independent wealth management firm dedicated to providing exceptional service to clients along the East Coast of the United States.
View Top Employees from COMPASS Wealth Mgmt., LLC| Website | http://www.compassinvest.com |
| Revenue | $1.4 million |
| Employees | 6 (6 on RocketReach) |
| Founded | 2000 |
| Address | 290 Baker Avenue Suite N101, Concord, Massachusetts 01742-2193, US |
| Phone | (978) 254-7040 |
| Industry | Financial Services, Investment Banking, Finance |
| Competitors | Congress Asset Management, Fernwood Investment Mgmt LLC, Middleton & Company, Inc., Riverview Capital Advisers, LLC, Spruce Investment Advisors, LLC |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies |
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COMPASS Wealth Mgmt., LLC Questions
The COMPASS Wealth Mgmt., LLC annual revenue was $1.4 million in 2024.
Daniel Rowles is the Founder and Managing Partner of COMPASS Wealth Mgmt., LLC.
6 people are employed at COMPASS Wealth Mgmt., LLC.
COMPASS Wealth Mgmt., LLC is based in Concord, Massachusetts.
The NAICS codes for COMPASS Wealth Mgmt., LLC are [56111, 561110, 56, 5611, 561].
The SIC codes for COMPASS Wealth Mgmt., LLC are [87, 874].
Top COMPASS Wealth Mgmt., LLC Employees
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ViewJack Dolan
Managing Partner at COMPASS Wealth Mgmt., LLC
Philadelphia, Pennsylvania, United States35+ -
22
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ViewKelly Mecca
Financial Advisor at COMPASS Wealth Mgmt., LLC
Philadelphia, Pennsylvania, United States21 -
ViewKelly Mecca
Financial Advisor at COMPASS Wealth Mgmt., LLC
Philadelphia, Pennsylvania, United States11 -
ViewKelly Mecca
Financial Advisor at COMPASS Wealth Mgmt., LLC
Philadelphia, Pennsylvania, United States11
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