Blueprint Investing LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 151422
- Registered since
- June 2, 2021
- Website
- blueprintinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blueprint Investing LLC is an independent, fee-for-AUM registered investment adviser that registered with the SEC in 2021. Organized as an LLC and owned by an individual, the firm focuses on serving individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Blueprint acts as a capital allocator, blending public mutual funds and ETFs with commitments to external alternative managers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities34%
Owners & executives
1 of 1Rachel Gardner
Director of Operations & Chief Compliance OfficerCRD 7869132
Contacts
2 of 2
Robert Lee
Managing DirectorCRD 3088486
Michelle Bryant
Financial Planning SpecialistCRD 6634156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$89.8M in ETFs
68%
$61.3M
32%
$28.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $19M | 329,406 | 21.11% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Osterweis Capital Management
RIASan Francisco, CA
Foreword Capital, LP
RIASan Francisco, CA
Figure Investment Advisors, LLC
RIASan Francisco, CA
Potrero Capital Research, LLC
RIASan Francisco, CA
Ogborne Capital Management, LLC
RIASan Francisco, CA
Alpha Solutions Investment Advisors
RIASan Francisco, CA