Overview
Assets Under Management: $156 million
Headquarters: THE VILLAGES, FL
High-Net-Worth Clients: 50
Average Client Assets: $1 million
Frequently Asked Questions
BLUEPRINT WEALTH MANAGEMENT, LLC 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 #169997), BLUEPRINT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BLUEPRINT WEALTH MANAGEMENT, LLC is headquartered in THE VILLAGES, FL.
BLUEPRINT WEALTH MANAGEMENT, LLC serves 50 high-net-worth clients according to their SEC filing dated August 29, 2025. View client details ↓
According to their SEC Form ADV, BLUEPRINT WEALTH MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
BLUEPRINT WEALTH MANAGEMENT, LLC manages $156 million in client assets according to their SEC filing dated August 29, 2025.
According to their SEC Form ADV, BLUEPRINT WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.13
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,940
Discretionary Accounts: 1,940
Regulatory Filings
CRD Number: 169997
Filing ID: 2007576
Last Filing Date: 2025-08-29 13:26:00
Website: https://bpwealthteam.com