Adviser Profile

As of Date 05/02/2025
Registration status Registration Changed to BLUEPRINT WEALTH MANAGEMENT ADVISORS LLC
Contact Info 678 xxxxxxx
Websites
AUM* 120,314,971 11%
of that, discretionary 120,314,971 11%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,215,303 227%
% High Net Worth 10.10% 11%
SMA’s No
Private Funds 0

Adviser Type

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees