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BLUEPRINT WEALTH MANAGEMENT ADVISORS LLC

Advisory

FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL
#1,145
of 2,610 advisers by AUM
Average account
$1M
across 106 accounts
AUM per adviser
$138M
1 adviser
Filing history
1
filings since 2025

Source: SEC Form ADV. Figures as filed Jan 31, 2026.

Total AUM
$138M
Discretionary %
100%
Clients
106
Employees
1

One filing on record

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$138M
Discretionary AUM$138M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients106
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

HOWLAND AND ASSOCIATES, LLC
ST PETERSBURG, FL
$139M
-21.4% 1Y
PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC
MIAMI BEACH, FL
$139M
ADVANTAGE INVESTING, INC.
CORAL GABLES, FL
$139M
0.0% 1Y
GLASSBEAD CAPITAL MANAGEMENT LLC
MIAMI BEACH, FL
$138M
PRINCE ASSET MANAGEMENT, INC.
SARASOTA, FL
$138M
ROBBIE L. KENNERSON, P.A.
PORT ORANGE, FL
$138M
+19.3% 1Y

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