BLUEPRINT WEALTH ALLIANCE, LLC
CRD #284167 SEC #801-108024 GARDEN CITY, NY 800-894-5122
SEC Registered
Total AUM
$80.3M
Discretionary
$80.3M
Employees
4
Clients
251
Accounts
393
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2019 | $80.3M | $80.3M | $0 | 4 | 6 |
| Jul 2019 | $130.7M | $113.1M | $17.6M | 5 | 6 |
| Mar 2019 | $130.7M | $113.1M | $17.6M | 6 | 6 |
| Mar 2019 | $130.7M | $113.1M | $17.6M | 6 | 6 |
| Jan 2019 | $118.2M | $97.9M | $20.3M | 4 | 3 |
| Nov 2018 | $118.2M | $97.9M | $20.3M | 5 | 3 |
| Oct 2018 | $118.2M | $97.9M | $20.3M | 6 | 3 |
| Aug 2018 | $118.2M | $97.9M | $20.3M | 5 | 3 |
| Jul 2018 | $118.2M | $97.9M | $20.3M | 6 | 3 |
| Feb 2018 | $118.2M | $97.9M | $20.3M | 5 | 3 |
| Feb 2018 | $118.2M | $97.9M | $20.3M | 5 | 3 |
| Sep 2017 | $84M | $64.3M | $19.7M | 4 | 0 |
| Sep 2017 | $84M | $64.3M | $19.7M | 4 | 0 |
| Aug 2017 | $84M | $64.3M | $19.7M | 4 | 0 |
| Aug 2017 | $84M | $64.3M | $19.7M | 4 | 0 |
| Aug 2017 | $84M | $64.3M | $19.7M | 4 | 0 |
| Aug 2017 | $84M | $64.3M | $19.7M | 5 | 0 |
| Aug 2017 | $84M | $64.3M | $19.7M | 5 | 0 |
| Aug 2017 | $84M | $64.3M | $19.7M | 5 | 0 |
| May 2017 | $84M | $64.3M | $19.7M | 5 | 0 |
| May 2017 | $84M | $64.3M | $19.7M | 5 | 0 |
| Mar 2017 | $84M | $64.3M | $19.7M | 5 | 0 |
| Feb 2017 | $46.9M | $30.9M | $16M | 5 | 0 |
| Jan 2017 | $46.9M | $30.9M | $16M | 5 | 0 |
| Dec 2016 | $46.9M | $30.9M | $16M | 5 | 0 |
| Nov 2016 | $46.9M | $30.9M | $16M | 5 | 0 |
| Sep 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 5 | 0 |
| Jun 2016 | $0 | $0 | $0 | 5 | 0 |
| Jun 2016 | $0 | $0 | $0 | 5 | 0 |
DateAug 2019
Total AUM$80.3M
Discretionary$80.3M
Non-Disc.$0
Employees4
Clients6
DateJul 2019
Total AUM$130.7M
Discretionary$113.1M
Non-Disc.$17.6M
Employees5
Clients6
DateMar 2019
Total AUM$130.7M
Discretionary$113.1M
Non-Disc.$17.6M
Employees6
Clients6
DateMar 2019
Total AUM$130.7M
Discretionary$113.1M
Non-Disc.$17.6M
Employees6
Clients6
DateJan 2019
Total AUM$118.2M
Discretionary$97.9M
Non-Disc.$20.3M
Employees4
Clients3
DateNov 2018
Total AUM$118.2M
Discretionary$97.9M
Non-Disc.$20.3M
Employees5
Clients3
DateOct 2018
Total AUM$118.2M
Discretionary$97.9M
Non-Disc.$20.3M
Employees6
Clients3
DateAug 2018
Total AUM$118.2M
Discretionary$97.9M
Non-Disc.$20.3M
Employees5
Clients3
DateJul 2018
Total AUM$118.2M
Discretionary$97.9M
Non-Disc.$20.3M
Employees6
Clients3
DateFeb 2018
Total AUM$118.2M
Discretionary$97.9M
Non-Disc.$20.3M
Employees5
Clients3
DateFeb 2018
Total AUM$118.2M
Discretionary$97.9M
Non-Disc.$20.3M
Employees5
Clients3
DateSep 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees4
Clients0
DateSep 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees4
Clients0
DateAug 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees4
Clients0
DateAug 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees4
Clients0
DateAug 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees4
Clients0
DateAug 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees5
Clients0
DateAug 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees5
Clients0
DateAug 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees5
Clients0
DateMay 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees5
Clients0
DateMay 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees5
Clients0
DateMar 2017
Total AUM$84M
Discretionary$64.3M
Non-Disc.$19.7M
Employees5
Clients0
DateFeb 2017
Total AUM$46.9M
Discretionary$30.9M
Non-Disc.$16M
Employees5
Clients0
DateJan 2017
Total AUM$46.9M
Discretionary$30.9M
Non-Disc.$16M
Employees5
Clients0
DateDec 2016
Total AUM$46.9M
Discretionary$30.9M
Non-Disc.$16M
Employees5
Clients0
DateNov 2016
Total AUM$46.9M
Discretionary$30.9M
Non-Disc.$16M
Employees5
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0