Blueprint Wealth Management Inc.
● SEC registered since 2023CRD 325099SEC# 801-127729Ellicott City, MD
Reg. AUM
$190M
Employees
6
Accounts
320
Location
Ellicott City, MD
Blueprint Wealth Management Inc. assets under management
Blueprint Wealth Management Inc. is a registered investment adviser overseen by the SEC based in Ellicott City, MD. The firm has been registered since 2023. It reports $190 million in regulatory assets under management and employs 6 people.
Blueprint Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Schmucher Wilson Control | President And Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Blueprint Wealth Management Inc. manage?
Blueprint Wealth Management Inc. reports $190 million in regulatory assets under management on its Form ADV.
How many employees does Blueprint Wealth Management Inc. have?
Blueprint Wealth Management Inc. reports 6 employees.
Where is Blueprint Wealth Management Inc. located?
Blueprint Wealth Management Inc. is based in Ellicott City, MD and has been SEC-registered since 2023.
Does Blueprint Wealth Management Inc. disclose fund performance?
Blueprint Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5026 Dorsey Hall Drive #105, Ellicott City, MD 21042 |
| Phone | 410-992-4500 |
| Fax | 410-992-4135 |
| Office hours | 9 - 5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$190M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$190Mregulatory AUM
Discretionary $190M