BLUEPRINT WEALTH MANAGEMENT
Total AUM
$138.4M
Employees
1Clients
106Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
678-807-4007
Financials
Total AUM
$138.4M
Accounts
106Discretionary
$138.4M
Accounts
106Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
94AUM
$71.7M
HNW Individual Clients
12AUM
$66.7M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLGALA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.