Blueprint Wealth Management

Overview

Blueprint Wealth Management is a privately held limited liability company that provides fee-based portfolio management to individuals and small businesses. The firm reports an owner-owner structure and operates on a percentage-of-AUM fee model. Blueprint positions itself as a traditional wealth manager that leans heavily on publicly available pooled vehicles—primarily mutual funds and similar public fund structures—while selectively using third-party alternative managers to broaden client diversification. The adviser is SEC-registered (registered in 2025) and does not classify itself as an active ESG investor. Its stated advisory activity centers on discretionary portfolio management for individual and family clients. Blueprint reports not being a multi-state adviser for regulatory classification purposes, even though it maintains operations in multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices