# Compass Retirement, LLC: new SEC registration, $105M AUM, 

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Compass Retirement, LLC |
| Legal name | Compass Retirement, LLC |
| CRD | 158412 |
| Status | Approved |
| Registered with the SEC | 2026-04-24 |
| Latest Form ADV filing | 2026-04-30 |
| Regulatory AUM | $105,097,361 |
| Accounts | 255 |
| Employees | 1 |
| Website | HTTP://COMPASS-RETIREMENT.COM/ |

## Why this score
- $105M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/158412). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.