LP Profile

Compass Ion Advisors

Also known as compass ion

Wealth ManagerConshohocken, United StatesFounded 2008
$673M
Assets Under Management
Conshohocken
Headquarters
Investment Focus

About Compass Ion Advisors

Compass Ion Advisors is a wealth manager based in Conshohocken, US. Founded in 2008. Reported AUM: 673 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Compass Ion Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.6B
Total Clients
3,745
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Compass Ion Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Compass Ion Advisors?

Compass Ion Advisors is a wealth manager based in Conshohocken, United States, managing approximately $673M in assets.

Where is Compass Ion Advisors headquartered?

Compass Ion Advisors is headquartered in Conshohocken, United States.

How much does Compass Ion Advisors manage?

Compass Ion Advisors manages approximately $673M in assets under management.

When was Compass Ion Advisors founded?

Compass Ion Advisors was founded in 2008.

How can I contact Compass Ion Advisors?

Verified contact details, key decision-makers, and investment preferences for Compass Ion Advisors are available on LPbacked. Create a free account to access them.