Blueprint Wealth Management, LLC
● SEC registered since 2022CRD 169997SEC# 801-123022The Villages, FL
Reg. AUM
$145.7M
Employees
19
Accounts
2,877
Location
The Villages, FL
Blueprint Wealth Management, LLC assets under management
Blueprint Wealth Management, LLC is an investment advisory firm registered with the SEC based in The Villages, FL. The firm has been registered since 2022. It reports $145.7 million in regulatory assets under management and employs 19 people.
Blueprint Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Brea Lamere Control | Director | Under 5% | 2025 |
| Jennifer Leigh Stacey | Chief Compliance Officer | Under 5% | 2026 |
| Parady Legacy Holdco LLC Control | Owner | Over 75% | 2026 |
| Gregory Jacques Parady Control | Trustee | — | 2024 |
| Jannifer Ann Parady Control | Co-Trustee | — | 2025 |
| Jason William Albrecht Control | Co-Trustee | — | 2025 |
| Jennifer Parady 2024 Irrevocable Trust Control | Shareholder | 50-75% | 2026 |
| Parady Family Trust Control | Shareholder | 50-75% | 2026 |
Frequently asked questions
How much does Blueprint Wealth Management, LLC manage?
Blueprint Wealth Management, LLC reports $145.7 million in regulatory assets under management on its Form ADV.
How many employees does Blueprint Wealth Management, LLC have?
Blueprint Wealth Management, LLC reports 19 employees.
Where is Blueprint Wealth Management, LLC located?
Blueprint Wealth Management, LLC is based in The Villages, FL and has been SEC-registered since 2022.
Does Blueprint Wealth Management, LLC disclose fund performance?
Blueprint Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3602 Kiessel Road, The Villages, FL 32163-2910 |
| Phone | 352-674-3911 |
| Fax | 352-751-3017 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.7M▼ 7%
Feb '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,340 advisers
EmployeesTop 25%
More than 75% of 16,820 advisers
Assets under management
$145.7Mregulatory AUM
Discretionary $145.7M