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BLUEPRISM WEALTH MANAGEMENT LLC
CRD 336440
11340 LAKEFIELD DRIVE, SUITE 200, OFFICE 257, JOHNS CREEK, GA, 30097, United States
Phone
470-424-0303
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$160K
Discretionary AUM
$160K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $160K |
All web addresses on file
Official SEC filing: View on IAPD