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Blueprint Wealth Management Inc.

● SEC registered since 2023CRD 325099SEC# 801-127729Ellicott City, MD
Export (members)
Reg. AUM
$160M
Employees
6
Accounts
975
Location
Ellicott City, MD

Blueprint Wealth Management Inc. assets under management

Blueprint Wealth Management Inc. is a registered investment adviser overseen by the SEC based in Ellicott City, MD. The firm has been registered since 2023. It reports $160 million in regulatory assets under management and employs 6 people.
blueprint-wm.comView on SEC.gov ↗

Blueprint Wealth Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jordan Schmucher Wilson ControlPresident And Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Blueprint Wealth Management Inc. manage?

Blueprint Wealth Management Inc. reports $160 million in regulatory assets under management on its Form ADV.

How many employees does Blueprint Wealth Management Inc. have?

Blueprint Wealth Management Inc. reports 6 employees.

Where is Blueprint Wealth Management Inc. located?

Blueprint Wealth Management Inc. is based in Ellicott City, MD and has been SEC-registered since 2023.

Does Blueprint Wealth Management Inc. disclose fund performance?

Blueprint Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5026 Dorsey Hall Drive #105, Ellicott City, MD 21042
Phone410-992-4500
Fax410-992-4135
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$160M
Non-discretionary$0
Total (RAUM)$160M