AdvisorCensus / Financial advisors / Georgia / Atlanta / Blueprint Wealth Management
Blueprint Wealth Management
Filed as BLUEPRINT WEALTH MANAGEMENT · Legal name Blueprint Wealth Management Advisors LLC
Blueprint Wealth Management is an SEC-registered investment advisory firm in Roswell, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Blueprint Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Blueprint Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is Blueprint Wealth Management located?
Blueprint Wealth Management's principal office is in Roswell, GA, according to its Form ADV.
Is Blueprint Wealth Management registered with the SEC or a state?
Blueprint Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 166264.
How much does Blueprint Wealth Management manage?
Blueprint Wealth Management reports $138,431,859 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Blueprint Wealth Management's assets and staff changed since 2025?
In the Form ADV data for Blueprint Wealth Management: Regulatory assets under management: $120,314,971 in the October 2025 data and $138,431,859 in the October 2026 data, up 15%. Total employees: 1 in October 2025 and 1 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 serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (12).
Which custodians does Blueprint Wealth Management use?
Blueprint Wealth Management'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 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/166264
Does Blueprint Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "BWM does not generally impose a minimum portfolio value for conventional investment advisory services."
What changed in Blueprint Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $120,314,971 to $138,431,859 (+15%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
BWM does not generally impose a minimum portfolio value for conventional investment advisory services.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$138,431,859 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Blueprint Wealth Management Advisors LLC
- Also doing business as
- BLUEPRINT WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $138,431,859 | 1 | March 31, 2026 |
| October 2025 | $120,314,971 | 1 | April 30, 2025 |
Regulatory assets under management: $120,314,971 in the October 2025 data and $138,431,859 in the October 2026 data, up 15%.
Total employees: 1 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $120,314,971 to $138,431,859 (+15%).
- February 2026
- Added the business name Blueprint Wealth Management.
- Changed its legal name from Blueprint Wealth Management, LLC to Blueprint Wealth Management Advisors LLC.
- Registered or notice-filed in FL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blueprint Wealth Management (CRD 166264): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blueprint-wealth-management-roswell-ga-166264