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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Blueprint LLC
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| CRD # | 284840 |
| SEC # | 801-108531 |
| CIK # | 0001767821 |
| AUM | $2.7 B (2025-06-04) |
| Employees | 57 (91% Investors, 70% Brokers) |
| Phone | 678-954-4130 |
| Address | 2200 Century Parkway Atlanta, GA 30345 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,738 | 0.9 |
| (b) Individuals (high net worth individuals) | 945 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 14 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,067 | 2.7 |
| By Discretionary | ||
| Discretionary | 8,927 | 2.6 |
| Non-Discretionary | 140 | 0.0 |
| Total | 9,067 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 9,067 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767821] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Blueprint LLC
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|
GA | 2.7 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bison Wealth LLC
✚
|
GA | 2.8 |
|
Voya Financial Advisors Inc
✚
|
CT | 2.7 |
|
BLB & B Advisors LLC
✚
|
PA | 2.7 |
|
Certified Advisory Corp
✚
|
FL | 2.7 |
|
Bill FEW Associates Inc
✚
|
PA | 2.6 |
|
Aprio Wealth Management LLC
✚
|
GA | 2.6 |
|
Oneascent Financial Services LLC
✚
|
AL | 2.6 |
|
Capital Counsel LLC
✚
|
NY | 2.6 |
|
Investment Consulting Group Inc
✚
|
IA | 2.6 |
|
Vicus Capital Inc
✚
|
PA | 2.6 |