RIA Intel›Advisers›Colorado›BLUEPRINT FINANCIAL SERVICES, INC.

BLUEPRINT FINANCIAL SERVICES, INC.

Advisory

ARVADA, CO

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$213K

across 157 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

64 clients

13 high-net-worth

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

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Advisers of similar size in CO

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

PERSONAL BENEFIT SERVICES OF COLORADO, INC.

WHEATRIDGE, CO

$33M

0.0% 1Y

MARTINO CAPITAL, LLC

$33M

SKY RIDGE WEALTH MANAGEMENT LLC

$33M

BUSWELL ASSOCIATES, INC.

$34M

BERECK, DANIEL MARK

$33M

COMMONWEALTH INVESTMENT ADVISORS LLC

DENVER, CO

$34M

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