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BLUEPRINT WEALTH MANAGEMENT INC.

CRD 325099 · SEC 801-127729

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5026 DORSEY HALL DRIVE #105, ELLICOTT CITY, MD, 21042, United States

Phone

410-992-4500

Fax

410-992-4135

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$190.0M

Discretionary AUM

$190.0M

Team

6 total employees; 1 advisory reps

Clients

251-500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals100$50.0M
High net worth individuals220$140.0M

States served

DE, GA, MD, NY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD