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  5. Compass Wealth Management LLC

Compass Wealth Management LLC

Company Details

Entity Name: Compass Wealth Management LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 20 Dec 1999
Business ALEI: 0637907
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 10 WATER STREET, GUILFORD, CT, 06437, United States
Mailing address: 10 WATER STREET, GUILFORD, CT, United States, 06437
ZIP code: 06437
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: jason@compasswealthmanagement.com

Central Index Key

CIK number Mailing Address Business Address Phone
1965653 10 WATER STREET, GUILFORD, CT, 06437 10 WATER STREET, GUILFORD, CT, 06437 12034537000

Filings since 2024-10-16
Form type 13F-HR
File number 028-23129
Filing date 2024-10-16
Reporting date 2024-09-30
File View File

Filings since 2024-07-16
Form type 13F-HR
File number 028-23129
Filing date 2024-07-16
Reporting date 2024-06-30
File View File

Filings since 2024-07-10
Form type N-PX
File number 028-23129
Filing date 2024-07-10
Reporting date 2024-06-30
File View File

Filings since 2024-04-05
Form type 13F-HR
File number 028-23129
Filing date 2024-04-05
Reporting date 2024-03-31
File View File

Filings since 2024-01-04
Form type 13F-HR
File number 028-23129
Filing date 2024-01-04
Reporting date 2023-12-31
File View File

Filings since 2023-10-25
Form type 13F-HR
File number 028-23129
Filing date 2023-10-25
Reporting date 2023-09-30
File View File

Filings since 2023-07-27
Form type 13F-HR/A
File number 028-23129
Filing date 2023-07-27
Reporting date 2023-06-30
File View File

Filings since 2023-07-21
Form type 13F-HR
File number 028-23129
Filing date 2023-07-21
Reporting date 2023-06-30
File View File

Filings since 2023-05-15
Form type 13F-HR
File number 028-23129
Filing date 2023-05-15
Reporting date 2023-03-31
File View File

Filings since 2023-02-17
Form type 13F-HR
File number 028-23129
Filing date 2023-02-17
Reporting date 2022-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN 2023 352676843 2024-03-01 COMPASS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2024-03-01
Name of individual signing JASON BEAR
Valid signature Filed with authorized/valid electronic signature
COMPASS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN 2022 352676843 2023-01-13 COMPASS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2023-01-13
Name of individual signing JASON BEAR
Valid signature Filed with authorized/valid electronic signature
COMPASS ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 061501246 2022-04-30 COMPASS ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2022-04-29
Name of individual signing JASON BEAR
Valid signature Filed with authorized/valid electronic signature
COMPASS ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 061501246 2021-07-06 COMPASS ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2021-07-06
Name of individual signing JASON BEAR
Valid signature Filed with authorized/valid electronic signature
COMPASS ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 061501246 2020-08-05 COMPASS ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2020-08-05
Name of individual signing JASON BEAR
Valid signature Filed with authorized/valid electronic signature
COMPASS ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 061501246 2019-04-03 COMPASS ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2019-04-03
Name of individual signing CAROLYN MATTHES
Valid signature Filed with authorized/valid electronic signature
COMPASS ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 061501246 2018-04-23 COMPASS ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2018-04-23
Name of individual signing CAROLYN MATTHES
Valid signature Filed with authorized/valid electronic signature
COMPASS ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 061501246 2017-05-23 COMPASS ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2017-05-23
Name of individual signing CAROLYN MATTHES
Valid signature Filed with authorized/valid electronic signature
COMPASS ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 061501246 2016-05-27 COMPASS ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2016-05-27
Name of individual signing CAROLYN MATTHES
Valid signature Filed with authorized/valid electronic signature
COMPASS ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 061501246 2015-05-26 COMPASS ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034537000
Plan sponsor’s address 10 WATER STREET, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2015-05-26
Name of individual signing CAROLYN MATTHES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
KARP & LANGERMAN, P.C. Agent

Officer

Name Role Business address Residence address
JASON BEAR Officer 10 WATER STREET, GUILFORD, CT, 06437, United States 665 COMMERCE DRIVE, APT. 414, FAIRFIELD, CT, 06437, United States

History

Type Old value New value Date of change
Name change COMPASS ASSET MANAGEMENT, LLC Compass Wealth Management LLC 2022-11-09

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012354726 2024-01-17 No data Annual Report Annual Report No data
BF-0011156816 2023-01-16 No data Annual Report Annual Report No data
BF-0011056958 2022-11-09 2022-11-09 Name Change Amendment Certificate of Amendment No data
BF-0010332785 2022-02-04 No data Annual Report Annual Report 2022
0007094816 2021-02-01 No data Annual Report Annual Report 2021
0006763100 2020-02-19 No data Annual Report Annual Report 2020
0006690287 2019-12-03 2019-12-03 Interim Notice Interim Notice No data
0006690245 2019-12-03 2019-12-03 Change of Agent Agent Change No data
0006689658 2019-12-03 2019-12-03 Change of Email Address Business Email Address Change No data
0006513773 2019-04-01 No data Annual Report Annual Report 2019

Related by officers

JASON BEAR

J WALLY LLC

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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