Overview
Assets Under Management: $138 million
High-Net-Worth Clients: 12
Average Client Assets: $5.6 million
Frequently Asked Questions
BLUEPRINT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166264), BLUEPRINT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BLUEPRINT WEALTH MANAGEMENT serves 12 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BLUEPRINT WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
BLUEPRINT WEALTH MANAGEMENT manages $138 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BLUEPRINT WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.21%
Average Client Assets: $5.6 million
Total Client Accounts: 106
Discretionary Accounts: 106
Regulatory Filings
CRD Number: 166264
Filing ID: 2086801
Last Filing Date: 2026-03-31 15:40:47