# Blueprint Wealth Management Inc.

> Blueprint Wealth Management Inc. is an SEC-registered investment advisory firm in Ellicott City, MD, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 325099
- Filed as: BLUEPRINT WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ellicott City, MD
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325099
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-wealth-management-inc-ellicott-city-md-325099

## Quick answers

**How is Blueprint Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Blueprint Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Blueprint Wealth Management Inc. located?**
Blueprint Wealth Management Inc.'s principal office is in Ellicott City, MD, according to its Form ADV.

**Is Blueprint Wealth Management Inc. registered with the SEC or a state?**
Blueprint Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325099.

**How much does Blueprint Wealth Management Inc. manage?**
Blueprint Wealth Management Inc. reports $190,000,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Blueprint Wealth Management Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Blueprint Wealth Management Inc.: Regulatory assets under management: $148,449,192 in the October 2023 data and $190,000,000 in the October 2026 data, up 28%. Total employees: 2 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blueprint Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (220); individuals (other than high net worth individuals) (100).

**Which custodians does Blueprint Wealth Management Inc. use?**
Blueprint Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blueprint Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325099

**What changed in Blueprint Wealth Management Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $160,000,000 to $190,000,000 (+19%). Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $190,000,000
- Discretionary: $190,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $50,000,000 |
| High net worth individuals | 220 | $140,000,000 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, GA, MD, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueprint-wm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $148,449,192 | 2 | August 24, 2023 |
| October 2024 | $145,000,000 | 6 | July 8, 2024 |
| October 2025 | $160,000,000 | 6 | March 3, 2025 |
| October 2026 | $190,000,000 | 6 | March 20, 2026 |

Regulatory assets under management: $148,449,192 in the October 2023 data and $190,000,000 in the October 2026 data, up 28%.
Total employees: 2 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $160,000,000 to $190,000,000 (+19%).
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint Wealth Management Inc. (CRD 325099): Form ADV filing data as of October 2026.