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, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2021. The firm serves individual and family clients on a fee‑based (percentage of AUM) model and describes itself as a capital allocator that uses third‑party managers alongside in‑house portfolio management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Blueprint 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
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
$101M in ETFs
62%
$62.8M
38%
$38M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $19M | 326,667 | 18.87% |
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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