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 $148,449,192 assets under management, offering retirement planning & investment advisory services to 1012 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325099
SEC#	801-127729
Assets Managed by Firm	$148,449,192
No. of Clients	1012
No. of Advisors	2

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	1012	$148,449,192
Individuals (other than high net worth individuals)	704	$148,449,192

Inquire with BLUEPRINT WEALTH MANAGEMENT INC.

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