RIA IntelAdvisersTexasBLUEPRISM WEALTH MANAGEMENT LLC

BLUEPRISM WEALTH MANAGEMENT LLC

Advisory

TX

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in TX
#2,769
of 2,813 advisers by AUM
Average account
$72K
across 2 accounts
AUM per adviser
$143K
1 advisers

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM
$143K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$143K
Discretionary AUM$143K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

FORCASTIX LLC
AUSTIN, TX
$145K
LOWERCASE CAPITAL, LLC
$151K
TRADESPRO LLC
ADDISON, TX
$158K
GLOBAL FIDUCIARY PARTNERS LLC
DALLAS, TX
$174K
BLACK SEA MANAGEMENT GROUP LLC
NORTH RICHLAND HILLS, TX
$110K
AESOP ADVISOR, LLC
$177K

Get the full picture on BLUEPRISM WEALTH MANAGEMENT LLC

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

Create a free account →See plans