| Name | Title | Ownership | Since |
|---|---|---|---|
| John Barton Greenbaum Control | Manager | Under 5% | 2023 |
| Rsc Insurance Brokerage, Inc. Control | Owner | Over 75% | 2023 |
| Sarah Elisabeth Alderman | Chief Compliance Officer | Under 5% | 2023 |
Blueprint Wealth Management, LLC reports $156.1 million in regulatory assets under management on its Form ADV.
Blueprint Wealth Management, LLC reports 14 employees.
Blueprint Wealth Management, LLC is based in The Villages, FL and has been SEC-registered since 2022.
Blueprint Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3602 Kiessel Road, The Villages, FL 32163-2910 |
| Phone | 352-674-3911 |
| Fax | 352-751-3017 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $156.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $156.1M |