BLUEPRINT WEALTH MANAGEMENT

Company Profile

As of Date 08/31/2026
AUM* 284,157,744 3%
of that, discretionary 284,157,744 3%
Number of Employees 20 33%
of those in investment advisory functions 6 100%
Private Fund GAV* 0
Avg Account Size 95,259 -30%
High Net Worth 1.72% -70%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

284M 244M 203M 162M 122M 81M 41M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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