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Compass Wealth Advisors

2002 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services. The company offers wealth advisory and management services with $210 million worth of asset under management.

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • 100 S Main Street
  • Elkhart, IN 46516
  • United States

Compass Wealth Advisors Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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