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Courtney Nicole Bascom Truss

Chief Compliance Officer And Managing MemberBluewater Wealth Advisors, LLCCRD 7874018

About Courtney Nicole Bascom Truss

Courtney Nicole Bascom Truss is listed as Chief Compliance Officer And Managing Member at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Bluewater Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Courtney Nicole Bascom Truss work?

Courtney Nicole Bascom Truss is listed as Chief Compliance Officer And Managing Member at Bluewater Wealth Advisors, LLC on SEC Form ADV.

How much of Bluewater Wealth Advisors, LLC does Courtney Nicole Bascom Truss own?

Form ADV reports a beneficial ownership band of 5-10%.

Bluewater Wealth Advisors, LLC

TitleChief Compliance Officer And Managing Member
Ownership5-10%
Control personYes
Since2024
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