BLUEPRINT WEALTH MANAGEMENT INC.
Firm details
- Headquarters
- ELLICOTT CITY, Maryland
- CRD number
- 325099
- Registered since
- April 24, 2023
- Website
- www.blueprintwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.68%
- Individuals26.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blueprint Wealth Management Inc. is an independent RIA that manages discretionary portfolios for individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of AUM and also operates as an insurance broker, which it integrates into client planning where appropriate. Investment positioning favors equities as the primary allocation theme, with a clear tilt toward exchange-traded instruments. Blueprint is not an active ESG investor and does not operate as a multi-state adviser. The firm is SEC-registered (2023) and is owner-operated.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds21%
- Public Funds/Mutual Funds19%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JORDAN WILSON
President, CEOCRD 6176787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ELLICOTT CITY, MD
HOWARD
Location
ELLICOTT CITY, MD
Headquartered in ELLICOTT CITY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- HOWARD
- Address
- 5026 Dorsey Hall Dr
- Time zone
- ET (UTC-5)
- Office locations
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