RIA Intelligence

BLUEPRINT INVESTING LLC

CRD #151422 SEC #801-121378 SAN FRANCISCO, CA 415-963-9815
SEC Registered
Total AUM
$346.6M
Discretionary
$346.6M
Employees
3
Clients
26
Accounts
255

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 9, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Gardner, Rachel, DianneICHIEF COMPLIANCE OFFICERNA Control
Gardner, Rachel, DianneICHIEF COMPLIANCE OFFICERNA Control
Gardner, Rachel, DianneICHIEF COMPLIANCE OFFICERNA Control
Gardner, Rachel, DianneICHIEF COMPLIANCE OFFICERNA Control
Gardner, Rachel, DianneICHIEF COMPLIANCE OFFICERNA Control
Gardner, Rachel, DianneICHIEF COMPLIANCE OFFICERNA Control
Gardner, Rachel, DianneICHIEF COMPLIANCE OFFICERNA Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTOR, CCO (STARTING 04/2021)E Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTOR, CCO (STARTING 04/2021)E Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTOR, CCO (STARTING 04/2021)E Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTOR, CCO (STARTING 04/2021)E Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTORE Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTOR, CCO (STARTING 04/2021)E Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTORE Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTORE Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTORE Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTORE Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTORE Control
LEE, ROBERT, SUNG-BUMIMEMBER, MANAGING DIRECTORE Control

Registrations

Federal

IA
Jul 9, 2025 REGISTERED

Notice Filings (3)

CA TX WA

Address

ONE SANSOME STREET
14TH FLOOR
SAN FRANCISCO, CA 94104
United States
Phone: 415-963-9815