{"url":"https://nivawealth.com/firms/blueprint-investing-151422","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/151422","regulatoryAum":436337658,"crd":"151422","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6634156","suffix":null,"lastName":"Bryant","firstName":"Michelle","middleName":"Mee 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Investing","slug":"blueprint-investing-151422","website":"https://blueprintinvest.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"One Sansome Street, 14th Floor","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94104"},"tradeNames":[],"registration":{"secApproved":"2 June 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":436337658,"discretionary":436337658,"discretionaryAccounts":287,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than 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2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"One Sansome Street, 14th Floor","city":"San Francisco","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-963-9815","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":34},{"label":"Securities issued by registered investment companies or business development companies","percent":66}],"privateFunds":0},"sources":{"adv1FilingDate":"1 July 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They include 42 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BluePrint Investing offer?","answer":"BluePrint Investing provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does BluePrint Investing charge?","answer":"BluePrint Investing charges 0.30%–0.85% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"BLUEPRINT ADV 2A & 2B, filed 16 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does BluePrint Investing use?","answer":"BluePrint Investing’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $343M and National Financial Services LLC (Boston, MA), with $93.7M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BluePrint Investing have?","answer":"BluePrint Investing has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BluePrint Investing invest in?","answer":"At the end of its last fiscal year, BluePrint Investing’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs) and 34% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BluePrint Investing?","answer":"BluePrint Investing’s direct owner is Robert Lee (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BluePrint Investing get paid?","answer":"BluePrint Investing is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact BluePrint Investing?","answer":"BluePrint Investing’s main office is at One Sansome Street, 14th Floor, San Francisco, CA 94104. Its phone number is 415-963-9815. Its website is blueprintinvest.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/blueprint-investing-151422/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-17","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2108872/000210887226000003/0002108872-26-000003-index.html","totalValue":133755438,"positionCount":26,"top10Share":0.7684605690573867,"top10":[{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":19012020,"shares":326667,"shareType":"SH","priorValue":19482581,"priorShares":332808},{"issuer":"AIRBNB INC","titleOfClass":"COM CL A","cusip":"009066101","value":14820867,"shares":103570,"shareType":"SH","priorValue":13078820,"priorShares":103570},{"issuer":"AIRBNB INC","titleOfClass":"COM CL 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}