Blueprism Wealth Management LLC
RIAState Registered
Total AUM
$143K
Discretionary
$143K
100% of AUM
Avg account
$71.5K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336440
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blueprism Wealth Management LLC is an independent, individually owned limited liability company that provides advisory services to individuals and families. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. It charges clients via a percentage-of-AUM schedule and fixed fees. Blueprism is registered to do business in Georgia and Texas and does not identify as an active ESG investor or a capital allocator.
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities38%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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