PARADY WEALTH MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$146M

Discretionary

$146M

100% of AUM

Avg account

$50.7K

Accounts

2,877

Employees

Advisory reps

Firm details

Headquarters: THE VILLAGES, Florida
CRD number: 169997
Registered since: January 10, 2022
Website: www.blueprintwealthllc.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: Individuals86.69%
HNWI11.6%
Charitable Organizations1.15%
Pension & Profit Sharing Plans0.45%
Corporations / Businesses0.1%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Parady Wealth Management is a limited liability company that registered with the SEC in 2022 and operates as a fee-based wealth manager. The firm serves both individual and family clients as well as institutional accounts, charging a percentage-of-AUM fee for portfolio management. Its advisory scope includes direct portfolio management for individuals and small businesses and the selection of third‑party advisers, indicating a manager‑of‑managers or outsourced CIO approach. Parady identifies as a capital allocator and does not position itself as an active ESG investor. The firm’s ownership is a mix of a domestic entity and an individual. Industry relationships include ties to accountants and insurance companies, which may feed referrals or support insurance and tax‑sensitive planning work.