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Parady Wealth Management
Filed as PARADY WEALTH MANAGEMENT · Legal name Blueprint Wealth Management, LLC
Parady Wealth Management is an SEC-registered investment advisory firm in The Villages, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.
Quick answers
From the filingHow is Parady Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Parady Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Parady Wealth Management located?
Parady Wealth Management's principal office is in The Villages, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Parady Wealth Management registered with the SEC or a state?
Parady Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 169997.
How much does Parady Wealth Management manage?
Parady Wealth Management reports $145,725,885 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).
How have Parady Wealth Management's assets and staff changed since 2022?
In the Form ADV data for Parady Wealth Management: Regulatory assets under management: $107,645,522 in the October 2022 data and $145,725,885 in the October 2026 data, up 35%. Total employees: 5 in October 2022 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Parady Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,249); pension and profit sharing plans (but not the plan participants or government pension plans) (21); high net worth individuals (12).
Which custodians does Parady Wealth Management use?
Parady Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Parady 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/169997
What changed in Parady Wealth Management's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in OH. Updated its list of owners and control persons (Schedule A).
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 2ASee the firm's brochure (dated August 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$145,725,885 as of October 2026, filing dated August 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
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Blueprint Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 19. Performing investment advisory functions: 5.
- 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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
20 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 | $145,725,885 | 19 | August 31, 2026 |
| October 2025 | $156,088,190 | 14 | May 5, 2025 |
| October 2024 | $108,901,665 | 9 | September 16, 2024 |
| October 2023 | $94,016,000 | 8 | September 29, 2023 |
| October 2022 | $107,645,522 | 5 | June 2, 2022 |
Regulatory assets under management: $107,645,522 in the October 2022 data and $145,725,885 in the October 2026 data, up 35%.
Total employees: 5 in October 2022 and 19 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- September 2026
- Registered or notice-filed in OH.
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Registered or notice-filed in NJ.
- April 2026
- Employees performing advisory functions went from 2 to 5.
- Added an office in Edina, MN.
- March 2026
- Registered or notice-filed in MD, MN, SC, TN.
- February 2026
- Registered or notice-filed in IA.
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.INot reported.
Source: 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. Parady Wealth Management (CRD 169997): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/parady-wealth-management-the-villages-fl-169997