Adviser Profile

As of Date 04/27/2026
Registration SEC, Approved, 01/21/2026
Other registrations (6)
Former registrations

WEALTH COMPASS FINANCIAL, INC.

ADV Location CARLSBAD, CA, United States
Contact Info 760 xxxxxxx
Websites
AUM* 115,401,312
of that, discretionary 115,254,613
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 203,171
% High Net Worth 15.14%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

115M 99M 82M 66M 49M 33M 16M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees