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Building 2BLUEPRINT WEALTH MANAGEMENT

Map pin
Phone678-807-4007
NotebookSEC #801-132673
Total AUM
$138.4M
Employees
1
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
678-807-4007

ReceiptFinancials

Total AUM
$138.4M
Accounts
106
Discretionary
$138.4M
Accounts
106
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$71.7M
HNW Individual Clients
12
AUM
$66.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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