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Blueprint Wealth Management
Blueprint Wealth Management is an SEC-registered investment adviser in Roswell, GA, registered since 2025. The firm manages $138 million in assets.
Blueprint Wealth Management
Blueprint Wealth Management is an SEC-registered investment adviser in Roswell, GA, registered since 2025. The firm manages $138 million in assets. It has one employee and one investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
Location
Region
North America
Country
United States
City
Alpharetta
Corporate office
The Villages, FL, United States
Sector focus
Frequently asked questions
Who is Blueprint Wealth Management's target client base?
The firm is physically located inside The Villages, Florida, a master-planned retirement community with more than 150,000 residents. This positions Blueprint to serve retired and near-retired households with a focus on decumulation, income planning, and estate transfer, rather than early-career wealth accumulation.
Does Blueprint Wealth Management operate as a registered investment advisor?
Public regulatory records indicate Blueprint Wealth Management is structured as a registered investment advisor. The firm's exact advisory model — whether discretionary asset management, financial planning only, or a hybrid of both — is not detailed in publicly accessible firm communications.
What is Blueprint Wealth Management's assets under management?
Blueprint Wealth Management does not disclose a public AUM figure. The absence of a website detailing service offerings or a team roster makes independent estimation unreliable, and no external publication has reported a specific number.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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