RIA Intel›Advisers›Georgia›BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

Advisory

ALPHARETTA, GA

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in GA

#495

of 607 advisers by AUM

Average account

$457K

across 207 accounts

AUM per adviser

$95M

1 adviser

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM

$95M

Discretionary %

91.6%

Clients

60

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$95M

Discretionary AUM$87M

Non-Discretionary AUM$8M

Discretionary %91.6%

Total Clients60

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, TX

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

60 clients

40 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 GA

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

JFB HOLDINGS CORP

ATLANTA, GA

$95M

-97.4% 1Y

WEALTH 360, LLC

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$95M

BARNARD FINANCIAL GROUP, LLC

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$94M

VICKERY CREEK CAPITAL MANAGEMENT, LLC

ROSWELL, GA

$95M

MRP ADVISORS, LLC

$96M

AVID WEALTH MANAGEMENT GROUP, LLC

ATLANTA, GA

$96M

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