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BLUEPRINT WEALTH MANAGEMENT

· CRD 166264 · IAPD ↗ · blueprintyourwealth.com · 678-807-4007

$138.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — BLUEPRINT WEALTH MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — BLUEPRINT WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $120.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.