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BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
CRD 319507
292 SOUTH MAIN STREET,, SUITE 300, ALPHARETTA, GA, 30009, United States
Phone
678-202-0490
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$94.7M
Discretionary AUM
$86.7M
Team
1 total employees; 1 advisory reps; 11 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $8.0M |
| High net worth individuals | 40 | $86.7M |
All web addresses on file
Official SEC filing: View on IAPD