RIA Intelligence

BLUEPRINT WEALTH MANAGEMENT, LLC

Legal name: PARADY WEALTH MANAGEMENT

CRD #169997 SEC #801-123022 THE VILLAGES, FL 352-674-3911
SEC Registered
Total AUM
$156.1M
Discretionary
$156.1M
Employees
14
Clients
--
Accounts
1,940

AUM Over Time

DateAug 2025
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees14
Clients0
DateMay 2025
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees14
Clients0
DateApr 2025
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees14
Clients0
DateFeb 2025
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees14
Clients0
DateOct 2024
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2024
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees9
Clients0
DateNov 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees8
Clients0
DateMay 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees5
Clients0