# Blueprint Wealth Management

Blueprint Wealth Management is a Bank / Wealth / Trust based in Alpharetta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** The Villages, FL, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** blueprintwm.com

## About

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.

## Sectors

- Wealth Management

## 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.

## Related profiles

- [Blueprint Partners](https://altss.com/profile/blueprint-partners)
- [Bluestone Wealth Management](https://altss.com/profile/bluestone-wealth-management)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/blueprint-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology