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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

BLUEPRINT FINANCIAL PLANNING LLC

CRD 163967

HOBOKEN, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6d858e8-d64f-16fe-b42b-16a8b5efdefc

Data as of Mar 27, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 10, 2012 to Mar 27, 2018
9 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 801-76694
CRD: 163967
Filings on the tape: 9
First filed: May 10, 2012
Latest filed: Mar 27, 2018
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FILLET, VICTORIA, LARSON	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	09/2008	May 10, 2012	Mar 27, 2018
KONRAD, RICHARD, HAROLD	Member	B	no	09/2008	May 10, 2012	Mar 27, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VALUE ARCHITECTS ASSET MANAGEMENT LLC	n/a	Former SEC adviser	$107M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 27, 2018	n/a	n/a	2	2	0	n/a	n/a
2016	Mar 13, 2017	n/a	n/a	2	1	n/a	n/a	n/a
2015	Mar 28, 2016	n/a	n/a	2	1	n/a	n/a	n/a
2014	Mar 26, 2015	n/a	n/a	2	2	n/a	n/a	n/a
2013	Mar 17, 2014	n/a	n/a	2	2	n/a	n/a	n/a
2012	Mar 14, 2013	n/a	n/a	1	1	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	n/a	n/a	n/a	n/a	n/a	2	2	0	n/a

Relationships

Affiliated with (1)

→ VALUE ARCHITECTS ASSET MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← FILLET, VICTORIA, LARSONOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 10, 2012 to presentfactForm ADV

Owns (1)

← KONRAD, RICHARD, HAROLDOwnerMEMBER, ownership code B, individual
May 10, 2012 to presentfactForm ADV

Registered with (1)

← ANTHEA MAY PERKINSONAdvisorregistration: previous registration
Mar 9, 2015 to Jun 15, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6d858e8-d64f-16fe-b42b-16a8b5efdefc
First observed: May 10, 2012
Last observed: Mar 27, 2018 103 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUEPRINT FINANCIAL PLANNING LLC

CRD 163967

HOBOKEN, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6d858e8-d64f-16fe-b42b-16a8b5efdefc

Data as of Mar 27, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FILLET, VICTORIA, LARSON

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

09/2008

May 10, 2012

Mar 27, 2018

KONRAD, RICHARD, HAROLD

Member

09/2008

May 10, 2012

Mar 27, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VALUE ARCHITECTS ASSET MANAGEMENT LLC

n/a

Former SEC adviser

$107M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 27, 2018

n/a

2016

Mar 13, 2017

n/a

2015

Mar 28, 2016

n/a

2014

Mar 26, 2015

n/a

2013

Mar 17, 2014

n/a

2012

Mar 14, 2013

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

n/a