A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Compass Wealth Management, LLC/GA.

Business address: 115 Perimeter Center Pl., Suite 870, Atlanta, GA, 30346
Top securities (13F): QLTA, VGSH, LVHI, RSPT, GLD, MBB, SCHD, NVDA, XLF, XLV, XLI, VWO, IDEV, JAVA, VGLT, XLY, GLDM, XLC, XLP, and TLT
State of incorporation: GA
Fiscal year end: 31 December

Compass Wealth Management, LLC/GA has filed 2 SEC EDGAR filings since 14 Aug 2025

Recent SEC filings for Compass Wealth Management, LLC/GA including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		13 Nov 2025	30 Sep 2025	028-25733
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		14 Aug 2025	30 Jun 2025	028-25733

Compass Wealth Management, LLC/GA files with the SEC under CIK 0002076480. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.