This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COMPASS WEALTH MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Feb 7, 2011

First registration

Jan 12, 2012

Dual registered

no

Other names

EMILY CLARE FENN|EMILY CLARE AMBROSE FENN|EMILY CLARE AMBROSE FENN|EMILY CLARE AMBROSE CAFASSO

IAPD individual key

5859840

• Occurred

  Aug 18, 2023
  Advisor changed firm

  Emily Clare Ambrose Cafasso left Coastal Bridge Advisors for Compass Wealth Management Llc (registered 2023-10-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:76ef4058-1f9e-7f19-1e6d-20037fc31ae5

First observed

Jan 12, 2012

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.