BLUEPRINT WEALTH MANAGEMENT INC.

5026 Dorsey Hall Drive #105
Ellicott City, Maryland 21042
Tel: 410-992-4500

About BLUEPRINT WEALTH MANAGEMENT INC.

BLUEPRINT WEALTH MANAGEMENT INC, formally registered with the SEC as BLUEPRINT WEALTH MANAGEMENT INC. The firm was established in 04/24/2023. They have over 1 offices throughout the country.

BLUEPRINT WEALTH MANAGEMENT INC. is a Ellicott City, Maryland based Financial Planning firm with nearly $160,000,000 assets under management, offering retirement planning & investment advisory services to 975 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325099
SEC#	801-127729
Assets Managed by Firm	$160,000,000
No. of Clients	975
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	975	$160,000,000
Individuals (other than high net worth individuals)	100	$40,000,000
High net worth individuals	200	$120,000,000

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