RIA Intel›Advisers›Oregon›BLUEPRINT FINANCIAL CONSULTANTS LLC

BLUEPRINT FINANCIAL CONSULTANTS LLC

Advisory

PORTLAND, OR

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$220K

across 135 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$28M

Non-Discretionary AUM$2M

Discretionary %94.3%

Total Clients74

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, WA

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

74 clients

63 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 OR

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

ENCOMPASS FINANCIAL PLANNING, INC.

$30M

INTEGRATED CAPITAL PLANNING LLC

$30M

GRANITE CAPITAL ADVISORS, LLC

$30M

DIAMOND PEAK WEALTH MANAGEMENT LLC

$30M

RUBICON GLOBAL HALAL ADVISORS, LLC

$30M

MORGAN, KURT EVAN

$29M

Get the full picture on BLUEPRINT FINANCIAL CONSULTANTS LLC

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

Create a free account →See plans