RIA Intel›Advisers›Texas›BLUEPRINT 360 LLC

BLUEPRINT 360 LLC

Advisory

HOUSTON, TX

Data as of Apr 2, 2026 · Source: SEC Form ADV

Rank in TX

#2,021

of 2,813 advisers by AUM

Average account

$117K

across 235 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients117

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

117 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

PORTFOLIO CASHFLOW MANAGEMENT, LLC

$27M

LEWIS & LEWIS SECURITIES INC

$27M

FOUNTAINHEAD PARTNERS L.P.

$27M

AVENUE RETIREMENT SERVICES, LLC

$27M

BEYOND BALANCED FINANCIAL PLANNING, LLC

$27M

TRIO ADVISORS LONGVIEW LLC

$27M

Get the full picture on BLUEPRINT 360 LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BLUEPRINT 360 LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans