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BLUE COMPASS WEALTH MANAGEMENT, LLC
CRD 323213
1115 PROFESSIONAL PARK DR, BRANDON, FL, 33511, United States
Phone
813-344-1784
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$247K
Discretionary AUM
$247K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $247K |
All web addresses on file
Official SEC filing: View on IAPD