BLUEPRINT WEALTH MANAGEMENT INC.
Adviser information for BLUEPRINT WEALTH MANAGEMENT INC. last updated from Form ADV on March 12th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Maryland, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 925 | $145.0M |
Non-Discretionary | 0 | $0 |
Total | 925 | $145.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 90 | $103.0M |
HNW Individuals | 200 | $42.0M |
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 | 0 | $0 |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Other Business Activities | Insurance broker or agent |
Identifiers
SEC RIA File Number | 801-127729 |
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SEC ERA File Number | 801-127729 |
SEC CIK Numbers | None |
SEC CRD Numbers | 325099 |
Legal Entity Identifier | None |
Principal Office
5026 DORSEY HALL DRIVE #105ELLICOTT CITY
MD
United States
Monday - Friday, 9 - 5
Tel: 410-992-4500, Fax: 410-992-4135
Chief Compliance Officer
JORDAN WILSON
PRESIDENT
5026 DORSEY HALL DRIVE #105
ELLICOTT CITY
MD
United States
Tel:
410-992-4500
Fax:
410-992-4135
J*************@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WILSON, JORDAN, SCHMUCHER | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 02/2023 | > 75% |