BLUEPRINT WEALTH MANAGEMENT
BLUEPRINT WEALTH MANAGEMENT, LLC Legal Name
Adviser information for BLUEPRINT WEALTH MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,644 | $108.9M |
| Non-Discretionary | 0 | $0 |
| Total | 1,644 | $108.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 752 | $95.7M |
| HNW Individuals | 8 | $11.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $183,944 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)PENSION AND PROFIT-SHARING PLAN SERVICES |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-123022 |
|---|---|
| SEC ERA File Number | 801-123022 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169997 |
| Legal Entity Identifier | None |
Principal Office
3602 KIESSEL ROADTHE VILLAGES
FL
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 352-674-3911, Fax: 352-751-3017
Chief Compliance Officer
SARAH E. ALDERMAN
3602 KIESSEL ROAD
THE VILLAGES
FL
United States
Tel:
561-570-1824
C*********@***************M
(Full email address available in API data)
Industry Affiliates
| KATHLEEN LASETER CPA, LLC | Accountant or accounting firm |
| PARADY FINANCIAL GROUP, LLC | Insurance company or agency |
| PARADY TAX SOLUTIONS LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE, INC. | Domestic Entity | – | OWNER | 01/2023 | > 75% |
| ALDERMAN, SARAH, ELISABETH | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |
| ACCESSION RISK MANAGEMENT GROUP, INC. | Domestic Entity | RSC INSURANCE BROKERAGE, INC. | SHAREHOLDER | 01/2023 | > 75% |
| RSC PARENT, INC. | Domestic Entity | ACCESSION RISK MANAGEMENT GROUP, INC. | SHAREHOLDER | 01/2023 | > 75% |
| RSC HOLDCO, INC. | Domestic Entity | RSC PARENT, INC. | SHAREHOLDER | 01/2023 | > 75% |
| RSC TOPCO, INC. | Domestic Entity | RSC HOLDCO, INC. | SHAREHOLDER | 01/2023 | > 75% |
| KELSO (RSC) INVESTOR, L.P. | Domestic Entity | RSC TOPCO, INC. | SHAREHOLDER | 01/2023 | 50-75% |
| KELSO GP X, LLC | Domestic Entity | KELSO (RSC) INVESTOR, L.P. | GENERAL PARTNER | 01/2023 | |
| Edwards, Sharon, Hughes | Individual | – | TREASURER | 08/2023 | < 5% |
| GREENBAUM, JOHN, BARTON | Individual | – | MANAGER | 08/2023 | < 5% |
| LOGAN, NATALIE, MARIE | Individual | – | SECRETARY | 08/2023 | < 5% |