COMPASS Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$305,549,990
Clients
168
Advisors
2
across 2 offices
About
Compass Wealth Management primarily serves high-net-worth individuals and also advises small business clients, generally requiring a household minimum around $500,000 with discretionary waivers. The firm provides integrated financial planning together with discretionary portfolio management, typically implemented through mutual funds and exchange-traded funds.
Compass structures new relationships by developing a Financial Profile and an Investment Plan, then manages client portfolios on a discretionary basis using one of four asset-allocation models (growth, moderate, conservative, fixed) with periodic reviews. The firm evaluates funds and fixed income by factors such as past performance, fees, manager and ratings, and recommends Schwab Advisor Services for custody and institutional execution and support.
The brochure discloses that Compass conducts educational seminars and workshops—often partnering with attorneys and other professionals—and offers seminar participants a complimentary initial consultation, a practice that is uncommon among peers. Its marketing approach also includes the use of client testimonials, and the firm explicitly provides financial planning as a bundled service with asset management rather than as a standalone offering.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $500,000
Main office
See office115 Perimeter Center Pl, Suite 870
Atlanta GA 30346
Advisors at this office
1
Offices (2)
Most active in
Florida · Georgia · Louisiana · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert A
CFP®, Series 63, Series 66
Atlanta, GA
COMPASS Wealth Management, LLC
Robert Amato is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with COMPASS Wealth Management, LLC in Atlanta, GA, where he has worked since 2011. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models. The firm is noted for conducting educational seminars often in partnership with other professionals and providing financial planning bundled with asset management.
Lance M
CFP®, Series 66
Atlanta, GA
COMPASS Wealth Management, LLC
Lance Miller is a CFP® with 4 years of industry experience, currently affiliated with COMPASS Wealth Management, LLC. His prior roles include positions at Cerity Partners LLC and Edward Jones, as well as a tenure at Emmanuel University. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients through integrated financial planning and discretionary portfolio management using mutual funds and ETFs. The firm develops personalized Financial Profiles and Investment Plans for clients and offers educational seminars in partnership with other professionals.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)