|
⚲
|
| Blueprint Wealth Management Advisors LLC
✚
|
|
|---|---|
| CRD # | 166264 |
| SEC # | 801-132673 |
| CIK # | |
| AUM | $138.4 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 678-807-4007 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 71.7 |
| (b) Individuals (high net worth individuals) | 12 | 66.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 106 | 138.4 |
| By Discretionary | ||
| Discretionary | 106 | 138.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 106 | 138.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.4 | |
| Total | 106 | 138.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Probability Partners LLC
✚
|
0.1 | |
|
CB Capital Advisors LLC
✚
|
NY | 0.1 |
|
Centerpiece Wealth Advisor LLC
✚
|
CO | 0.1 |
|
Stone LOFT Wealth Management LLC
✚
|
0.1 | |
|
Comprehensive Planning Associates Inc
✚
|
NH | 0.1 |
|
FSAM LLC
✚
|
GA | 0.1 |
|
Garrison Bradford & Associates Inc
✚
|
NY | 0.1 |
|
Stratton Capital Investment Advisory LLC
✚
|
NY | 0.1 |
|
Wildes Financial Strategies Inc
✚
|
SC | 0.1 |
|
Maya Advisors Inc
✚
|
CA | 0.1 |