Compass Wealth Management Employee Directory

Compass Wealth Management corporate office is located in 3340 Peachtree Rd NE Ste 210, Atlanta, Georgia, 30326, United States and has 1-10 employees.

Compass Wealth Management Global Presence

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North America1-10

Key Employees of Compass Wealth Management

  • LM
    United States flag for contact location.
    Lance Miller

    Manager, Wealth

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  • PhonePhoneEmailEmail
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Index of contact profiles from Compass Wealth Management

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Compass Wealth Management

Explore people who held key positions, contributed to Compass Wealth Management's success, and advanced their careers.

  1. Client Services Associ... at Wealth Enhancement

    Worked as Summer Intern

    at Compass Wealth Management (2024-2024)

    email Dj Radtke Email direct Dj Radtke Direct
  2. Paraplanner at Afgas

    Worked as Intern

    at Compass Wealth Management (2025-2025)

    email Samantha Buchanan Email direct Samantha Buchanan Direct

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People from Similar Companies in the Finance Industry Located in Georgia, United States

Frequently Asked Questions Regarding Compass Wealth Management Employees

How many employees does Compass Wealth Management have?
Compass Wealth Management has 1-10 employees
Who are Compass Wealth Management key employees?
Some of Compass Wealth Management key employees are Lance Miller
Where is Compass Wealth Management located?
Compass Wealth Management’s headquarters are located at 3340 Peachtree Rd NE Ste 210, Atlanta, Georgia, 30326, United States
How do I contact Compass Wealth Management?
Compass Wealth Management Contact Info: Phone number: (678) 619-2364 Website: www.compasswm.net
What does Compass Wealth Management do?

Compass Wealth Management is an independent, Fee-Only wealth management and investment advisory firm that caters to corporate executives, business owners, and retirees. They offer personalized attention and tailored services combined with the resources typical of larger financial institutions. Their services include comprehensive financial planning... , investment management, and various strategies for tax, estate, and charitable giving. As fiduciaries, they operate without commissions or proprietary products, focusing on customized solutions for their clients.Read More

Is Compass Wealth Management a public company?
Compass Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Compass Wealth Management Employees

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