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BLUEPRINT WEALTH MANAGEMENT INC.

ELLICOTT CITY, MD · CRD 325099 · IAPD ↗ · blueprint-wm.com · 410-992-4500

$190.0MRegulatory AUM
1Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2024 — BLUEPRINT WEALTH MANAGEMENT INC. reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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