Blueprint Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Blueprint Wealth Management reports 1,282 clients. They include 1,249 individual clients, 21 pension and profit-sharing plans, and 12 high-net-worth individuals. Of its assets, 100.0% ($146M across 2,877 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 87% |
| High-net-worth individuals | <1% | 12% |
| Pension and profit-sharing plans | 2% | <1% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,249 | $126M | 86.7% | $101K |
| High-net-worth individuals | 12 | $16.9M | 11.6% | $1.41M |
| Pension and profit-sharing plans | 21 | $659K | 0.5% | $31.4K |
| Charitable organizations | Fewer than 5 | $1.68M | 1.2% | — |
| Corporations and other businesses | Fewer than 5 | $148K | 0.1% | — |
| Total | 1,282 | $146M | 100% | — |
- Clients
- 1,249
- Regulatory AUM
- $126M
- AUM share
- 86.7%
- Avg. per client
- $101K
- Clients
- 12
- Regulatory AUM
- $16.9M
- AUM share
- 11.6%
- Avg. per client
- $1.41M
- Clients
- 21
- Regulatory AUM
- $659K
- AUM share
- 0.5%
- Avg. per client
- $31.4K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.68M
- AUM share
- 1.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $148K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 1,282
- Regulatory AUM
- $146M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Blueprint Wealth Management charges 0.65% a year for its Investment Management Services. The fee is billed in arrears.
Fee details and sources
Parady Legacy Holdco LLC owns 75% or more of Blueprint Wealth Management and is in turn owned by Parady Family Trust (50–75%) and Jennifer Parady 2024 Irrevocable Trust (50–75%). The leadership team of Blueprint Wealth Management includes Chief Compliance Officer Jennifer Stacey. It has 19 employees, 5 of them in advisory roles.
Staff
- 19 employees
- 5 in advisory functions
- 5 state-registered reps
- 9 insurance agents
- Owns 75% or more of Blueprint Wealth Management, LLC
Parady Legacy Holdco LLC
Control person · since August 2026
- Owns 50% to 75% of Parady Legacy Holdco LLC
Parady Family Trust
Control person · since August 2026
Jannifer Parady
Co-trustee · Control person · since January 2025
Jason Albrecht
Co-trustee · Control person · since January 2025
- Owns 50% to 75% of Parady Legacy Holdco LLC
Jennifer Parady 2024 Irrevocable Trust
Control person · since August 2026
Gregory Parady
Trustee · Control person · since May 2024
Blueprint Wealth Management’s regulatory assets grew from $108M (June 2022) to $146M (August 2026); clients rose from 829 to 1,282 and employees from 5 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $146M | 1,282 | 19 | 4 |
| May 2025May 2025 | $156M | 938 | 14 | 2 |
| Mar 2024March 2024 | $109M | 760 | 9 | 1 |
| May 2023May 2023 | $94M | 820 | 6 | 1 |
| Jun 2022June 2022 | $108M | 829 | 5 | 1 |
Besides its headquarters, Blueprint Wealth Management has 3 offices (2 private residences, listed without an address), with 2 listed addresses across 2 states.
Florida · 1 listed address
- 3602 Kiessel Road, The VillagesHQ
Minnesota · 1 listed address
- 8000 W 78th Street, Edina
Contact and registration details
- Legal name
- Blueprint Wealth Management, LLC
- Headquarters
- 3602 Kiessel Road, The Villages, FL 32163-2910
- Website
- Not reported
- Phone
- 352-674-3911
- SEC file
- 801-123022
- Structure
- Florida LLC
- Fiscal year end
- December
Blueprint Wealth Management’s named custodian for separately managed accounts is Fidelity ($146M). Blueprint Wealth Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $146M100%
At year end, Blueprint Wealth Management’s separately managed accounts were mostly in cash (53%) and funds (34%).
What the accounts hold
- Stocks12%
- Funds34%
- Cash53%
- Other1%
- Reits & us govt, agency, us state & local bonds (less than 1%)1%
How many clients does Blueprint Wealth Management have?
Blueprint Wealth Management has 1,282 clients and manages $146 million for them, as of August 2026. They include 1,249 individual clients, 21 pension and profit-sharing plans, and 12 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Blueprint Wealth Management offer?
Blueprint Wealth Management provides 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
How much does Blueprint Wealth Management charge?
Blueprint Wealth Management charges 0.65% a year for its Investment Management Services. The fee is billed in arrears.
Which custodians does Blueprint Wealth Management use?
Blueprint Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $146M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Blueprint Wealth Management have?
Blueprint Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 19 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blueprint Wealth Management invest in?
At the end of its last fiscal year, Blueprint Wealth Management’s separately managed accounts held 53% cash and equivalents, 34% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities and 1% other. The 1% other category is described as: Reits & US Govt, Agency, US State & Local Bonds (Less Than 1%).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blueprint Wealth Management?
Blueprint Wealth Management’s direct owner is Parady Legacy Holdco LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Blueprint Wealth Management get paid?
Blueprint Wealth Management 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
How do I contact Blueprint Wealth Management?
Blueprint Wealth Management’s main office is at 3602 Kiessel Road, The Villages, FL 32163-2910. Its phone number is 352-674-3911.