Principal/chief Compliance Officer · Compass Wealth Management, LLC
Robert A. Amato
CRD 2984669 · Named on Form ADV at one SEC-registered adviser
At a glance
Compass Wealth Management, LLC, an SEC-registered wealth manager based in Atlanta, GA with $308 million in regulatory assets, lists Robert A. Amato on its Form ADV as Principal/chief Compliance Officer, a control person.
Firms and roles
- Compass Wealth Management, LLCPrincipal/chief Compliance OfficerWealth manager · Atlanta, GA · $308M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.