# Blueprint Private Wealth Management LLC

> Blueprint Private Wealth Management LLC is a state-registered investment advisory firm in Alpharetta, GA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 319507
- Filed as: BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319507
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-private-wealth-management-llc-alpharetta-ga-319507

## Quick answers

**How is Blueprint Private Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blueprint Private Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blueprint Private Wealth Management LLC located?**
Blueprint Private Wealth Management LLC's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Blueprint Private Wealth Management LLC registered with the SEC or a state?**
Blueprint Private Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319507.

**How much does Blueprint Private Wealth Management LLC manage?**
Blueprint Private Wealth Management LLC reports $94,689,169 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (92% discretionary).

**What types of clients does Blueprint Private Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (20).

**Does Blueprint Private Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319507

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,689,169
- Discretionary: $86,689,169
- Non-discretionary: $8,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $8,000,000 |
| High net worth individuals | 40 | $86,689,169 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [blueprintpwm.com](https://blueprintpwm.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint Private Wealth Management LLC (CRD 319507): Form ADV filing data as of October 2026.