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, privately owned registered investment adviser that began SEC registration in 2021. The firm operates as a capital allocator for individual and family clients and charges fees based on a percentage of assets under management. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. The firm does not identify as an ESG investor. Its operating model combines direct portfolio management of public securities with allocating capital to external managers and funds, reflecting a hybrid adviser/allocator approach rather than a purely single-strategy RIA.
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
Michelle Bryant
Financial Planning SpecialistCRD 6634156
Robert Lee
Managing DirectorCRD 3088486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$95.7M in ETFs
65%
$61.8M
35%
$33.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $19.5M | 332,808 | 20.36% |
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
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