# Blueprint Wealth Management

> 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.

- CRD: 166264
- Filed as: BLUEPRINT WEALTH MANAGEMENT
- Legal name: Blueprint Wealth Management Advisors LLC
- Also doing business as: BLUEPRINT WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Roswell, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166264
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-wealth-management-roswell-ga-166264

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> BWM does not generally impose a minimum portfolio value for conventional investment advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $138,431,859
- Discretionary: $138,431,859
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $71,699,662 |
| High net worth individuals | 12 | $66,732,197 |
| Charitable organizations | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $120,314,971 | 1 | April 30, 2025 |
| October 2026 | $138,431,859 | 1 | March 31, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint Wealth Management (CRD 166264): Form ADV filing data as of October 2026.