Compass Wealth Solutions

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

8851 Camp Bowie West Blvd Ste 115, Fort ...

Phone Number

(817) 717-9365

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Compass Wealth Solutions

Compass Wealth Solutions offers comprehensive wealth planning services, including financial life organization, wealth creation and management, risk mitigation, and business and tax planning. They adopt a values-based, Christ-centered approach to wealth management, focusing on client relationships and helping clients navigate major life transitions. Their services are designed to provide clients with confidence in their financial decisions and secure their financial legacy. The company aims to assist individuals and families in achieving their desired quality of life through a disciplined, process-oriented approach.Explore more
Compass Wealth Solutions's Social MediaPopular SearchesCompass Wealth SolutionsCompass Wealth Solutions IncCompass Wealth Solutions - HomeCompass Wealth Solutions IncorportatedSIC Code 62,628NAICS Code 52,523Show more

Compass Wealth Solutions Org Chart

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Client Relationship Manager

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Registered Representative

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Top Executive

Compass Wealth Solutions

<$5M
1-10
Private
-
2002
SW
Sady WhitleyClient Relationship Manager
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
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-
2014
BS
Brooke SandlinClient Support Specialist
<$5M
1-10
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-
2014
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
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2017
N/A
<$5M
1-10
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2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Compass Wealth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Compass Wealth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compass Wealth Solutions.

Compass Wealth Solutions Tech Stack

A closer look at the technologies used by Compass Wealth Solutions

Compass Wealth Solutions News & Media

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Frequently Asked Questions Regarding Compass Wealth Solutions

What is Compass Wealth Solutions's official website?
Compass Wealth Solutions's official website is www.compasswealthsolutions.com
What is Compass Wealth Solutions's Revenue?
Compass Wealth Solutions's revenue is <$5 Million
What is Compass Wealth Solutions's SIC code?
Compass Wealth Solutions's SIC: 62,628
What is Compass Wealth Solutions's NAICS code?
Compass Wealth Solutions's NAICS: 52,523
How many employees does Compass Wealth Solutions have?
Compass Wealth Solutions has 1-10 employees
What industry does Compass Wealth Solutions belong to?
Compass Wealth Solutions is in the industry of: Finance, Securities Trading
What is Compass Wealth Solutions competition?
Compass Wealth Solutions top competitors include: InFocus Financial Strategies, Smith Wealth Management Group Tx, Lifestages Financial Services, Generational Wealth Management
What technology does Compass Wealth Solutions use?
Some of the popular technologies that Compass Wealth Solutions uses are: Cloudflare Website Optimization, Proofpoint, Neustar UltraDNS, Google Tag Manager
How do I contact Compass Wealth Solutions?
Compass Wealth Solutions contact info: Phone number: (817) 717-9365 Website: www.compasswealthsolutions.com
What does Compass Wealth Solutions do?

Compass Wealth Solutions offers comprehensive wealth planning services, including financial life organization, wealth creation and management, risk mitigation, and business and tax planning. They adopt a values-based, Christ-centered approach to wealth management, focusing on client relationships and helping clients navigate major life transitions.... Their services are designed to provide clients with confidence in their financial decisions and secure their financial legacy. The company aims to assist individuals and families in achieving their desired quality of life through a disciplined, process-oriented approach.Read More

What are Compass Wealth Solutions social media links?
Compass Wealth Solutions Linkedin page Compass Wealth Solutions Facebook page
Is Compass Wealth Solutions a public company?
Compass Wealth Solutions is private company therefore does not currently have an official ticker symbol
See more information about Compass Wealth Solutions

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