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BLUEPRINT FINANCIAL ADVISORS, LLC
BLUEPRINT FINANCIAL CONSULTANTS LLC
CRD 171331
2750 NE 30TH AVENUE, PORTLAND, OR, 97212, United States
Phone
5033810638
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.7M
Discretionary AUM
$28.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $925K |
| High net worth individuals | 63 | $27.1M |
All web addresses on file
Official SEC filing: View on IAPD