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

Latest Filings

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