BLUEPRINT 360 LLC

CRD 292136

Visit website

4306 YOAKUM BOULEVARD, SUITE 455, HOUSTON, TX, 77006, United States

Phone

(832) 736-7402

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$27.4M

Discretionary AUM

$27.4M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsEDUCATION ON ESTATE PLANNING AND ACCESS TO DIGITAL ESTATE PLANNING TOOLS

Client types

Type	Clients	AUM
Individuals	97	$13.5M
High net worth individuals	20	$13.9M

All web addresses on file

https://www.theblueprint360.com/
https://www.facebook.com/theblueprint360/
https://www.linkedin.com/in/charlesadi/
https://www.instagram.com/theblueprint_360/
https://twitter.com/TheBlueprint360

Official SEC filing: View on IAPD