| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Louise Swope | Member & Director Of Advisor Experience/President | Under 5% | 2023 |
| Blueprint North 1, LLC | Member | Under 5% | 2023 |
| Blueprint Partners Fund Control | Member | 50-75% | 2023 |
Blueprint Financial Advisors LLC reports $201.5 million in regulatory assets under management on its Form ADV.
Blueprint Financial Advisors LLC reports 24 employees.
Blueprint Financial Advisors LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Blueprint Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204 |
| Phone | 844-200-2568 |
| Office hours | 8:30-5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $189.5M |
| Non-discretionary | $12M |
| Total (RAUM) | $201.5M |