Blueprint Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Blueprint Wealth Management reports 320 clients. They include 220 high-net-worth individuals and 100 individual clients. Of its assets, 100.0% ($190M across 320 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | 26% |
| High-net-worth individuals | 69% | 74% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 100 | $50M | 26.3% | $500K |
| High-net-worth individuals | 220 | $140M | 73.7% | $636K |
| Total | 320 | $190M | 100% | $594K |
- Clients
- 100
- Regulatory AUM
- $50M
- AUM share
- 26.3%
- Avg. per client
- $500K
- Clients
- 220
- Regulatory AUM
- $140M
- AUM share
- 73.7%
- Avg. per client
- $636K
Total
- Clients
- 320
- Regulatory AUM
- $190M
- AUM share
- 100%
- Avg. per client
- $594K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Blueprint Wealth Management charges 1.00% a year for its Advisory Fee. The fee is billed in arrears and is negotiable.
Fee details and sources
Jordan Wilson owns 75% or more of Blueprint Wealth Management. The leadership team of Blueprint Wealth Management includes President Jordan Wilson. It has 6 employees, 1 of them in advisory roles.
Leadership
Jordan WilsonPresident and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Blueprint Wealth Management Inc.
Jordan Wilson
Control person · since February 2023
Blueprint Wealth Management’s regulatory assets grew Infinity× from $0 (June 2023) to $190M (March 2026); employees rose from 2 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $190M | 320 | 6 | 1 |
| March 2025 | $160M | 300 | 6 | 1 |
| July 2024 | $145M | 290 | 6 | 1 |
| June 2023 | $0 | 0 | 2 | 1 |
Besides its headquarters, Blueprint Wealth Management has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 5026 Dorsey Hall Drive #105, Ellicott CityHQ
Contact and registration details
- Legal name
- Blueprint Wealth Management Inc.
- Headquarters
- 5026 Dorsey Hall Drive #105, Ellicott City, MD 21042
- Website
- blueprint-wm.com
- Phone
- 410-992-4500
- SEC file
- 801-127729
- Structure
- Maryland corporation
- Fiscal year end
- December
Blueprint Wealth Management uses Charles Schwab ($187M) as custodian for its separately managed accounts. Blueprint Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $187M100%
At year end, Blueprint Wealth Management’s separately managed accounts were mostly in stocks (61%) and bonds (20%).
What the accounts hold
- Stocks61%
- Exchange-traded equities56%
- Non-exchange-traded equities5%
- Funds18%
- Bonds20%
- Cash1%
How many clients does Blueprint Wealth Management have?
Blueprint Wealth Management has 320 clients and manages $190 million for them, as of March 2026. They include 220 high-net-worth individuals and 100 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Blueprint Wealth Management offer?
Blueprint Wealth Management provides financial planning and portfolio management for individuals and small businesses.
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 1.00% a year for its Advisory Fee. The fee is billed in arrears and is negotiable.
Source: ADV 2A, filed 20 March 2026
Which custodians does Blueprint Wealth Management use?
Blueprint Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $187M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Blueprint Wealth Management have?
Blueprint Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 6 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
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 56% exchange-traded equities, 20% investment grade corporate bonds, 18% registered funds (mutual funds, ETFs, BDCs), 5% non-exchange-traded equities and 1% cash and equivalents.
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 Jordan Wilson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 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 5026 Dorsey Hall Drive #105, Ellicott City, MD 21042. Its phone number is 410-992-4500. Its website is blueprint-wm.com.