9AT: BLUEPRINT WEALTH MANAGEMENT INC.

Adviser Profile

As of Date	03/20/2026
Registration	SEC, Approved, 04/24/2023
Other registrations (1)	SEC, 120-Day Approval, 04/24/2023
ADV Location	ELLICOTT CITY, MD, United States
Contact Info	410 xxxxxxx
Websites

AUM^*	190,000,000 31%
of that, discretionary	190,000,000 31%
Number of Employees	6
of those in investment advisory functions	1 -50%
Private Fund GAV^*	0
Avg Account Size	593,750 279%
% High Net Worth	68.75% 0%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FINEQUITIES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MPFA INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser FINANCIAL ADVOCATES WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser METAL FINANCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser WEALTHION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser GENIE AI LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser INTEREST FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BKS RETIREMENT SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PUENTE ASESORAMIENTO DE INVERSIONES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BENCHMARK ADVISORY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Blueprint Wealth Management, Inc. (“Blueprint”, “we”, “us”) was founded in 2022 as an Maryland Corporation. Blueprint is owned by Jordan Wilson and commenced business as an investment advisory firm in 2023. Our principal advisory services are financial planning and investment management, which are described in greater detail below. These services are not offered separately. Our clients engage us for both financial planning and investment management. Financial Planning: We can prepare and provide you with a written financial plan designed to help you achieve your financial goals and investment objectives. The preparation of such a plan necessitates that you provide us with personal data such as family records, budgeting, personal liability, estate information and additional financial goals. The financial plan will include any or all of the following as requested or directed by you and will be agreed upon in our advisory agreement: asset protection, tax planning, business succession, strategies for exercising stock options, cash flow, education planning, estate planning and wealth transfer, charitable gifting, long-term care and disability planning, retirement planning, insurance planning, and risk management. We do not provide accounting or legal advice. Should you choose to implement the recommendations contained in the plan, we suggest you work closely with your attorney, accountant, and

chosen insurance agent and investment professional. Though you may elect to implement investment and/or insurance recommendations through us, there is no obligation to do so. Investment Management: Based on a client’s financial plan, we will manage the client’s portfolio of investment securities. A more in-depth discussion of our investment philosophy can be found in Item 8: Methods of Analysis, Investment Strategies and Risk of Loss of this ADV. We typically allocate a client’s investment holdings across a diversified portfolio. We then periodically review the client’s portfolio, compare it against the objectives and requirements of the client, and implement changes to the account as needed. We encourage broad-based diversification across thousands of different securities within a client’s portfolio by way of using indexed mutual funds, exchange traded funds, or other investment products. Clients may impose reasonable restrictions on investing in certain securities or types of securities. We do not sponsor a wrap fee program. We may, without the Client’s further consent, delegate any or all our responsibilities to one or more affiliated or unaffiliated advisors on such terms as we may determine. As of the date of this filing, we have $145,000,000 of discretionary assets under management. We do not have any non-discretionary assets under management.

BLUEPRINT WEALTH MANAGEMENT INC.

BLUEPRINT WEALTH MANAGEMENT INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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BLUEPRINT WEALTH MANAGEMENT INC. BLUEPRINT WEALTH MANAGEMENT INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BLUEPRINT WEALTH MANAGEMENT INC.

BLUEPRINT WEALTH MANAGEMENT INC.