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Compass Wealth Management LLC
Multifamily office listing in Miami, Florida, United States.
Overview
Compass Wealth Management LLC is a wealth management and multi-family office firm headquartered in South Florida. Founded in 2003, it provides financial planning, tax expertise, and investment management. Its clients include families, corporations, and not-for-profit organizations.
Services
- Financial planning
- Tax expertise
- Investment management
Location
See more firms in Florida and Miami.
Sources and last checked
- Family Office Club research database, 2026 edition
Last checked October 21, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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