Gbarclai Mowenn
Investment adviser representative at Compass Ion Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Compass Ion Advisors, LLCApr 2026 to now
- Logan Capital Management LLCMay 2024 to Mar 2026
- Tiedemann Advisors / Alti GlobalMar 2021 to May 2024
- MrpJan 2021 to Feb 2021
- Vanguard GroupSep 2020 to Nov 2020
- Printfly CorporationMay 2020 to Aug 2020
- La Salle UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Compass Ion Advisors, LLC
$1.6BAssets managed
1,204Clients
17Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7293469
- Firm CRD
- 166418