Blueprism Wealth Management LLC

Overview

Blueprism Wealth Management LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. Its stated fee structure combines a percentage-of-assets model with the option of fixed fees. The ADV indicates the firm is not an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state or newly formed adviser; the filing does not specify the year of SEC registration.

Assets & Accounts

Investments & Alternatives