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STRATEGIC BLUEPRINT, LLC

ATLANTA, GA · CRD 284840 · IAPD ↗ · strategicblueprint.net · 678-954-4130

$2.54BRegulatory AUM
51Advisory reps
56Employees
125Clients
101-250Planning clients
0Private funds
39States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — STRATEGIC BLUEPRINT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — STRATEGIC BLUEPRINT, LLC added office(s): 25 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — STRATEGIC BLUEPRINT, LLC reported RAUM up 32% ($1.65B -> $2.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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