ELLICOTT CITY, MDCRD 325099Latest ADV March 20, 2026
Blueprint Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ellicott City, MD. Its latest Form ADV filing, dated March 20, 2026, reports $190M in regulatory assets under management, 6 employees, and 320 accounts.
Assets Under Management
$190M
Employees
6
Offices
--
Total Clients
320
Primary office
ELLICOTT CITY, MD
5026 DORSEY HALL DRIVE #105, ELLICOTT CITY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.8% of total clients.
Top client categories% of clientsClients
1
HNWI
68.8%
220
2
Individuals
31.3%
100
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of March 20, 2026
Discretionary100.0%
$190M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$190M
Total Accounts320
10Y AUM Change+$190M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee53:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.