RIA Intel›Advisers›Minnesota›BLUPRINT FINANCIAL, LLC

BLUPRINT FINANCIAL, LLC

Advisory

MN

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

Rank in MN

#506

of 511 advisers by AUM

Average account

$152K

across 276 accounts

AUM per adviser

$42M

1 advisers

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

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients127

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, WI

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

127 clients

36 high-net-worth

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

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

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SIOL WEALTH ADVISORS LLC

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DROST FINANCIAL, LLC

$43M

MARQUETTE FINANCIAL GROUP, INC.

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