BLUEPRINT FINANCIAL ADVISORS LLC
Legal name: BLUEPRINT FINANCIAL ADVISORS
CRD #315570 SEC #801-121848 CHARLOTTE, NC 844-200-2568
SEC Registered
Total AUM
$201.5M
Discretionary
$189.5M
Employees
24
Clients
11
Accounts
1,298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| Sep 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| Sep 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| Aug 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| Aug 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| Jul 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| Jun 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| May 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| May 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| Mar 2025 | $201.5M | $189.5M | $12M | 24 | 0 |
| Jan 2025 | $132.5M | $120.9M | $11.7M | 23 | 0 |
| Jan 2025 | $132.5M | $120.9M | $11.7M | 23 | 0 |
| Dec 2024 | $132.5M | $120.9M | $11.7M | 23 | 0 |
| Dec 2024 | $132.5M | $120.9M | $11.7M | 23 | 0 |
| Aug 2024 | $132.5M | $120.9M | $11.7M | 23 | 0 |
| Jul 2024 | $132.5M | $120.9M | $11.7M | 23 | 0 |
| May 2024 | $132.5M | $120.9M | $11.7M | 23 | 0 |
| May 2024 | $132.5M | $120.9M | $11.7M | 21 | 0 |
| Mar 2024 | $132.5M | $120.9M | $11.7M | 21 | 0 |
| Feb 2024 | $25.4M | $25.4M | $0 | 11 | 0 |
| Feb 2024 | $25.4M | $25.4M | $0 | 11 | 0 |
| Sep 2023 | $25.4M | $25.4M | $0 | 11 | 0 |
| Aug 2023 | $25.4M | $25.4M | $0 | 11 | 0 |
| Jul 2023 | $25.4M | $25.4M | $0 | 11 | 0 |
| Jul 2023 | $25.4M | $25.4M | $0 | 11 | 0 |
| May 2023 | $25.4M | $25.4M | $0 | 11 | 0 |
| Mar 2023 | $25.4M | $25.4M | $0 | 11 | 0 |
| Oct 2022 | $0 | $0 | $0 | 3 | 0 |
| Apr 2022 | $0 | $0 | $0 | 3 | 0 |
| Apr 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
| Jul 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateSep 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateSep 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateAug 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateAug 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateJul 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateJun 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateMay 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateMay 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateMar 2025
Total AUM$201.5M
Discretionary$189.5M
Non-Disc.$12M
Employees24
Clients0
DateJan 2025
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees23
Clients0
DateJan 2025
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees23
Clients0
DateDec 2024
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees23
Clients0
DateDec 2024
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees23
Clients0
DateAug 2024
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees23
Clients0
DateJul 2024
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees23
Clients0
DateMay 2024
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees23
Clients0
DateMay 2024
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees21
Clients0
DateMar 2024
Total AUM$132.5M
Discretionary$120.9M
Non-Disc.$11.7M
Employees21
Clients0
DateFeb 2024
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2024
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients0
DateAug 2023
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients0
DateJul 2023
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients0
DateJul 2023
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0