Blueprint Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$138,431,859
Total clients
106
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
106
Average account size
$1,305,961
About
Blueprint Wealth Management is an SEC-registered independent advisory firm that provides discretionary investment and portfolio management services to individuals and high-net-worth individuals. As of December 31, 2024, the firm managed approximately $120.3 million on a discretionary basis across about 99 client relationships.
The firm relies on fundamental analysis and builds portfolios across a wide range of asset types, including mutual funds, equities, bonds, ETFs, REITs, hedge funds, private placements, and inflation-linked and precious-metal ETFs, and it may employ both long‑term and short‑term trading depending on client needs. Portfolios are tailored to each client’s income, tax situation and risk tolerance, the firm seeks limited power of attorney for discretionary trading, and accounts are reviewed at least quarterly.
Noteworthy features include operating as a solo advisor with no additional staff while managing over $120 million in discretionary assets, and offering access to alternative investments (hedge funds and private placements) that are less common for firms of this size. The firm’s principal is licensed to sell insurance in multiple states and may receive customary commissions for insurance sales; the brochure discloses this potential conflict and states the firm will not charge both a commission and an advisory fee on the same pool of assets.
Client services
Expertise
Fee options
Maximum annual fee of 2%, fees are negotiable and paid quarterly in advance based on account value at end of previous quarter
Separate commissions for insurance sales by Managing Member, but not charged on same assets as management fees
Main office location
Blueprint Wealth Management
St. Petersburg FL, United States
Number of offices
1
Most active in
Georgia · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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