{"url":"https://nivawealth.com/firms/blueprint-wealth-management-169997","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169997","regulatoryAum":145725885,"crd":"169997","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4977053","suffix":null,"lastName":"BURKHEAD","firstName":"KELLY","middleName":"ELAINE"},{"crd":"6278035","suffix":null,"lastName":"LASETER","firstName":"KATHLEEN","middleName":"ANNE"},{"crd":"6574518","suffix":null,"lastName":"Smith","firstName":"Matthew","middleName":"William"},{"crd":"6948318","suffix":null,"lastName":"VOCK","firstName":"JARED","middleName":"RALPH"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-06-02","regulatoryAum":107645522,"clients":829,"employees":5,"offices":1},{"filedOn":"2023-05-19","regulatoryAum":94016000,"clients":820,"employees":6,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":108901665,"clients":760,"employees":9,"offices":1},{"filedOn":"2025-05-05","regulatoryAum":156088190,"clients":938,"employees":14,"offices":2},{"filedOn":"2026-08-31","regulatoryAum":145725885,"clients":1282,"employees":19,"offices":4}],"secFileNumber":"801-123022","legalName":"Blueprint Wealth Management, LLC","displayName":"Blueprint Wealth Management","slug":"blueprint-wealth-management-169997","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3602 Kiessel Road","city":"The Villages","state":"FL","stateName":"Florida","country":"United States","postalCode":"32163-2910"},"tradeNames":[],"registration":{"secApproved":"10 January 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Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056597","versionId":1056597,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-08-31","documentName":"BWM FORM ADV PART 2A 2026.08","fee_rate_low":0.65,"fee_rate_high":0.65,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:51:39.001964+00:00","documents":[{"name":"BWM FORM ADV PART 2A 2026.08","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056597","versionId":1056597,"submittedOn":"2026-08-31"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":145725885}],"custodyNote":"Blueprint Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jennifer Stacey","title":"Chief Compliance Officer","crd":"2536581"},{"name":"Jennifer Lamere","title":"Director","crd":"5920715"}],"ownership":[{"label":"Parady Legacy Holdco LLC","detail":"Owner in the 75% or more ownership band and a control person, since August 2026."},{"label":"Parady Family Trust","detail":"Indirect owner: a shareholder of Parady Legacy Holdco LLC in the 50% to 75% band and a control person, since August 2026.","parent":"Parady Legacy Holdco LLC"},{"label":"Jennifer Parady 2024 Irrevocable Trust","detail":"Indirect owner: a shareholder of Parady Legacy Holdco LLC in the 50% to 75% band and a control person, since August 2026.","parent":"Parady Legacy Holdco LLC"},{"label":"Gregory Parady","detail":"Indirect owner: trustee of Jennifer Parady 2024 Irrevocable Trust and a control person, since May 2024.","parent":"Jennifer Parady 2024 Irrevocable Trust"},{"label":"Jannifer Parady","detail":"Indirect owner: co-trustee of Parady Family Trust and a control person, since January 2025.","parent":"Parady Family Trust"},{"label":"Jason Albrecht","detail":"Indirect owner: co-trustee of Parady Family Trust and a control person, since January 2025.","parent":"Parady Family Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":2},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3602 Kiessel Road","city":"The Villages","headquarters":true}]},{"state":"Minnesota","offices":1,"addresses":[{"street":"8000 W 78th Street","city":"Edina"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"352-674-3911","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"Securities issued by registered investment companies or business development companies","percent":34},{"label":"Cash and cash equivalents","percent":53},{"label":"Other","percent":1,"detail":"Reits & US Govt, Agency, US State & Local Bonds (Less Than 1%)"}],"privateFunds":0},"sources":{"adv1FilingDate":"31 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169997/PDF/169997.pdf","brochureDate":"31 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056597","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Blueprint Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blueprint Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Blueprint Wealth Management charge?","answer":"Blueprint Wealth Management charges 0.65% a year for its Investment Management Services. The fee is billed in arrears.","source":"BWM FORM ADV PART 2A 2026.08, filed 31 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blueprint Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blueprint Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blueprint Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blueprint Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blueprint Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Blueprint Wealth Management?","answer":"Blueprint Wealth Management’s main office is at 3602 Kiessel Road, The Villages, FL 32163-2910. Its phone number is 352-674-3911.","source":"Form ADV Part 1A, Item 1.F, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}