Investment adviser · CRD 282420
COMPASS WEALTH
Investment adviser filing (IA)
COMPASS RETIREMENT GROUP LLC
ST. LOUIS, MO, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $112M Form ADV · Item 5.F
- Client accounts
- 939 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 757 | $98,695,310 | 88.2% |
| High-net-worth individuals | 9 | $13,164,493 | 11.8% |
Filing source
Form ADV 2129239 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
10326 OLD OLIVE STREET ROADST. LOUIS, MO, 63141, United States
CRD 282420
Filing source
Form ADV 2129239 · Aug 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.