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Blueprism Wealth Management
BLUEPRISM WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in JOHNS CREEK, GA. The firm manages $160,248 in assets. It has 1 employee and 1...
Blueprism Wealth Management
BLUEPRISM WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in JOHNS CREEK, GA. The firm manages $160,248 in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Johns Creek
Corporate office
New York, NY, United States
Principals
Lee H. Hausner
Family Wealth Advisor (affiliated)
Douglas K. Freeman
Estate Planning Specialist (affiliated)
Sector focus
Frequently asked questions
Who runs investment decisions at Blueprism Wealth Management?
Blueprism does not manage investments directly. The firm coordinates a family's existing legal, accounting, and investment advisors under a unified governance plan. Each client retains their own money managers; Blueprism provides oversight and strategic alignment (per the firm's published approach).
How does Blueprism source proprietary deal flow?
Blueprism does not source proprietary investment deals. The firm focuses on family governance, estate planning, and philanthropic strategy rather than direct investing. It does not operate a venture capital or private equity arm.
Is Blueprism structured as a single family office or does it operate more like a venture firm?
Blueprism operates as a multi-family office advisory firm. It serves multiple unrelated families and does not have a single principal benefactor. It functions as a consultant to families, not as an investment firm with pooled capital.
Does Blueprism participate in fund commitments or only direct deals?
Blueprism does not make fund commitments or direct investments. The firm provides governance and planning services but leaves capital deployment to the family's existing asset managers and advisors.
What investment stages does Blueprism typically target?
Blueprism does not target investment stages. The firm's work is pre-investment: it helps families design their investment governance structure, select advisors, and align their portfolio with family values and goals. Execution is delegated.
Where does the underlying wealth come from?
The wealth origin varies by client. Blueprism does not disclose client identities or sources of wealth. The firm's expertise in estate planning and generational transitions suggests it serves families with established, multi-generational wealth across industries.
Does Blueprism maintain philanthropic structures, and how are they separated?
Philanthropy is a core service line. Blueprism helps families design and implement philanthropic strategies, including private foundations, donor-advised funds, and giving vehicles. These structures are legally and financially separate from the family's investment assets, which remain managed by external advisors.
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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