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BLUEPRINT LOCAL LLC

· CRD 312944 · IAPD ↗ · 404-281-1254

$253.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — BLUEPRINT LOCAL LLC reported RAUM up 29% ($196.9M -> $253.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — BLUEPRINT LOCAL LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
80
August 2024 — BLUEPRINT LOCAL LLC (location n/a) is newly SEC-registered with $173.4M RAUM and 4 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.