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BLUEPRINT WEALTH MANAGEMENT, LLC, CRD 169997
THE VILLAGES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| K••••••• A••• L•••••• | Certified Financial Planner | THE VILLAGES, FL | 12 | 33 | 2 | no |
| K•••• E••••• B••••••• | Certified Financial Planner | YALAHA, FL | THE VILLAGES, FL | 11 | 21 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A•••••••• R••• M••••••••• G••••• I••• | Shareholder | E | yes | 01/2023 | May 19, 2023 | Oct 30, 2024 |
| G••••••••• J•••• B••••• | Manager | Na | yes | 08/2023 | Sep 29, 2023 | Oct 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| K••••••• L•••••• C••• L•• | n/a | n/a | n/a | N | yes | n/a |
| P••••• F•••••••• G••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| P••••• T•• S•••••••• L•• | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $146M | $156M | -6.6% | $94.0M | 15.7% | 19 | 14 | 3 | 1 |
| no |
| J•••• R•••• V••• | n/a | THE VILLAGES, FL | 1 | 12 | 2 | no |
| M•••••• W•••••• S•••• | n/a | THE VILLAGES, FL | EDINA, MN | 0 | 12 | n/a | no |
| Shareholder |
| D |
| yes |
| 01/2023 |
| May 19, 2023 |
| Oct 30, 2024 |
| K•••• G• X• L•• | GENERAL PARTNER | F | yes | 01/2023 | May 19, 2023 | Oct 30, 2024 |
| R•• H•••••• I••• | Shareholder | E | yes | 01/2023 | May 19, 2023 | Oct 30, 2024 |
| R•• I•••••••• B••••••••• I••• | Owner | E | yes | 01/2023 | May 19, 2023 | Oct 30, 2024 |
| R•• P•••••• I••• | Shareholder | E | yes | 01/2023 | May 19, 2023 | Oct 30, 2024 |
| R•• T••••• I••• | Shareholder | E | yes | 01/2023 | May 19, 2023 | Oct 30, 2024 |
| A•••••••• S••••• E•••••••• | CHIEF COMPLIANCE OFFICER | Na | no | 04/2023 | May 19, 2023 | Oct 30, 2024 |
| E••••••• S•••••• H••••• | Treasurer | Na | no | 08/2023 | Sep 29, 2023 | Oct 30, 2024 |
| n/a |
| n/a |
| N |
| yes |
| n/a |
| $146M |
| $146M |
| 19 |
| 5 |
| 3 |
| n/a |
| n/a |
| 2024 | Apr 4, 2025 | $156M | $156M | 14 | 2 | 1 | n/a | n/a |
| 2023 | Mar 29, 2024 | $109M | $109M | 9 | 2 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $94.0M | $94.0M | 7 | 2 | 0 | n/a | n/a |
| 2021 | Jun 2, 2022 | $108M | $108M | 5 | 2 | 0 | n/a | n/a |