# Blue Compass Wealth Management, LLC

> Blue Compass Wealth Management, LLC is a state-registered investment advisory firm in Brandon, FL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 323213
- Filed as: BLUE COMPASS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brandon, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323213
- AdvisorCensus page: https://advisorcensus.com/firm/blue-compass-wealth-management-llc-brandon-fl-323213

## Quick answers

**How is Blue Compass Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Compass Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Blue Compass Wealth Management, LLC located?**
Blue Compass Wealth Management, LLC's principal office is in Brandon, FL, according to its Form ADV.

**Is Blue Compass Wealth Management, LLC registered with the SEC or a state?**
Blue Compass Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323213.

**How much does Blue Compass Wealth Management, LLC manage?**
Blue Compass Wealth Management, LLC reports $246,868 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Blue Compass Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).

**Does Blue Compass Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323213

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $246,868
- Discretionary: $246,868
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $246,868 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluecompasswm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Compass Wealth Management, LLC (CRD 323213): Form ADV filing data as of October 2026.