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PARADY WEALTH MANAGEMENT

THE VILLAGES, FL · CRD 169997 · IAPD ↗ · 352-674-3911

$145.7MRegulatory AUM
5Advisory reps
19Employees
0Clients
n/aPlanning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — PARADY WEALTH MANAGEMENT notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2026 — PARADY WEALTH MANAGEMENT notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — PARADY WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — PARADY WEALTH MANAGEMENT grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
March 2026 — PARADY WEALTH MANAGEMENT notice-filed in MD, MN, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2026 — PARADY WEALTH MANAGEMENT notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — PARADY WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
June 2025 — PARADY WEALTH MANAGEMENT notice-filed in IN, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — PARADY WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2025 — BLUEPRINT WEALTH MANAGEMENT is now doing business as PARADY WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
March 2025 — PARADY WEALTH MANAGEMENT reported RAUM up 43% ($108.9M -> $156.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
November 2024 — BLUEPRINT WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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