BLUEPRISM WEALTH MANAGEMENT LLC

Overview

Blueprism Wealth Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients as well as small businesses. The firm’s advisory work centers on financial planning and discretionary portfolio management, delivered under a mix of percentage-of-AUM and fixed-fee arrangements. Investment activity appears focused on broadly diversified public funds and mutual funds rather than direct stock selection or active ESG mandates; the firm is not identified as an active ESG investor. Blueprism is not set up as a capital allocator to outside managers and does not list pension consulting or related-adviser services in its activities. Given its small asset base and client count, the firm operates as a boutique practice, likely with a hands-on, personalized service model driven by the individual owner. Custody of client assets is handled through Charles Schwab & Co., Inc., which is consistent with mainstream RIA operations focused on retail investors.

Assets & Accounts

Investments & Alternatives

Location & Offices