# Parady Wealth Management

> 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.

- CRD: 169997
- Filed as: PARADY WEALTH MANAGEMENT
- Legal name: Blueprint Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Villages, FL
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169997
- AdvisorCensus page: https://advisorcensus.com/firm/parady-wealth-management-the-villages-fl-169997

## Quick answers

**How 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

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $145,725,885
- Discretionary: $145,725,885
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,249 | $126,333,519 |
| High net worth individuals | 12 | $16,903,653 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $658,779 |
| Charitable organizations | Fewer than 5 | $1,682,147 |
| Corporations or other businesses not listed above | Fewer than 5 | $147,787 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 19 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IA, IL, IN, LA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Edina, MN

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $107,645,522 | 5 | June 2, 2022 |
| October 2023 | $94,016,000 | 8 | September 29, 2023 |
| October 2024 | $108,901,665 | 9 | September 16, 2024 |
| October 2025 | $156,088,190 | 14 | May 5, 2025 |
| October 2026 | $145,725,885 | 19 | August 31, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parady Wealth Management (CRD 169997): Form ADV filing data as of October 2026.