CRD: 323213
Blue Compass Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2022
- Office Locations
- 1
Office Locations
About Blue Compass Wealth Management, LLC
Blue Compass Wealth Management is a Brandon, FL RIA providing goal-based financial planning and portfolio construction for individuals and families—often entrepreneurs and retirees—covering retirement, tax and estate planning and insurance/risk management. Portfolios primarily use public funds, including ETFs and mutual funds, with custody at Fidelity/NFS. Offers an online “Financial Scorecard” assessment to start engagements.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
Cedrick Levell West
Associate, Chief Compliance Officer, President
- CRD
- #7634273
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,868 | -- |
| Non-Discretionary | $0 | -- |
| Total | $246,868 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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