BLUEPRINT WEALTH MANAGEMENT INC.
CRD #325099 SEC #801-127729 ELLICOTT CITY, MD 410-992-4500
SEC Registered
Total AUM
$160M
Discretionary
$160M
Employees
6
Clients
251
Accounts
975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $160M | $160M | $0 | 6 | 0 |
| Aug 2025 | $160M | $160M | $0 | 6 | 0 |
| Mar 2025 | $160M | $160M | $0 | 6 | 0 |
| Oct 2024 | $145M | $145M | $0 | 6 | 0 |
| Jul 2024 | $145M | $145M | $0 | 6 | 0 |
| Mar 2024 | $145M | $145M | $0 | 6 | 0 |
| Dec 2023 | $148.4M | $126.1M | $22.4M | 2 | 0 |
| Aug 2023 | $148.4M | $126.1M | $22.4M | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
| Mar 2023 | $0 | $0 | $0 | 2 | 0 |
| Mar 2023 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$148.4M
Discretionary$126.1M
Non-Disc.$22.4M
Employees2
Clients0
DateAug 2023
Total AUM$148.4M
Discretionary$126.1M
Non-Disc.$22.4M
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0