BluePrism Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$160,248
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$80,124
About
BluePrism Wealth Management LLC is an independent, state-registered adviser that offers discretionary asset management and written financial planning to individuals, trusts, small businesses and high-net-worth clients. The firm operates as a solo practice and, as of the most recent filing, manages approximately $160,248 across two client accounts, indicating a very small, boutique scale compared with most independent advisers.
Investment programs are implemented on a discretionary basis and emphasize asset allocation, portfolio monitoring and periodic rebalancing, with Monte Carlo planning used to model retirement and cash‑flow scenarios; financial plans are generally delivered within 30 days after receipt of required client information. Clients’ accounts are custodied at Schwab Advisor Services and the firm charges predominantly percentage‑of‑AUM advisory fees while offering a negotiable flat fee for standalone financial plans.
Notable distinctions include the principal’s Certified Plan Fiduciary Advisor (CPFA) credential and prior institutional brokerage and banking experience, and the principal’s status as a licensed insurance agent who spends roughly 10% of time selling insurance products (a source of separate commissions that the brochure discloses as a potential conflict). The firm discloses potential economic benefits from its custodian relationship, does not vote client proxies (clients vote their own), and does not impose an account minimum.
Client services
Expertise
Fee options
Financial planning fee: $2,500 (negotiable)
$0 - $199,999: 1.10% $200,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $4,999,999: 0.80% $5,000,000+: 0.75%
Insurance product commissions received by licensed insurance agent representatives
Main office location
BluePrism Wealth Management LLC
11340 Lakefield Drive, Suite 200, Office 257
Johns Creek GA 30097, United States
Number of offices
1
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.
Forms ADV
Quick links
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