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STRATEGIC BLUEPRINT, LLC
CRD 284840 · SEC 801-108531
2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA, 30345, United States
Phone
678-954-4130
Fax
678-954-4001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.54B
Discretionary AUM
$2.52B
Team
56 total employees; 51 advisory reps; 125 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; FAMILY OFFICE FEES, ENDORSEMENTS
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2432 | $758.3M |
| High net worth individuals | 906 | $1.73B |
| Pension/profit sharing plans | 106 | $28.2M |
| Charitable organizations | 17 | $1.8M |
| Corporations/business entities | 45 | $14.0M |
States served
AL, AZ, CA, CO, DE, DC, GA, ID, IL, IN, KS, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OR, PA, PR, RI, SC, TN, UT, VA, WV, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD