{"url":"https://nivawealth.com/firms/blueprint-wealth-management-325099","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/325099","regulatoryAum":190000000,"crd":"325099","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6176787","suffix":null,"lastName":"WILSON","firstName":"JORDAN","middleName":"SCHMUCHER"}],"total":1,"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":"2023-06-29","regulatoryAum":0,"clients":0,"employees":2,"offices":1},{"filedOn":"2024-07-08","regulatoryAum":145000000,"clients":290,"employees":6,"offices":1},{"filedOn":"2025-03-03","regulatoryAum":160000000,"clients":300,"employees":6,"offices":1},{"filedOn":"2026-03-20","regulatoryAum":190000000,"clients":320,"employees":6,"offices":1}],"secFileNumber":"801-127729","legalName":"Blueprint Wealth Management Inc.","displayName":"Blueprint Wealth Management","slug":"blueprint-wealth-management-325099","website":"https://blueprint-wm.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/325099/12c535f35ece58fb-r1.webp","tone":"light","width":250,"height":200,"sourceUrl":"https://blueprint-wm.com","sourceLabel":"Blueprint Wealth Management Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Maryland corporation","fiscalYearEnd":"December","headquarters":{"street":"5026 Dorsey Hall Drive #105","city":"Ellicott City","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21042"},"tradeNames":[],"registration":{"secApproved":"24 April 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":593750,"staff":{"employees":6,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":190000000,"discretionary":190000000,"discretionaryAccounts":320,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":100,"regulatoryAum":50000000},{"label":"High-net-worth individuals","clients":220,"regulatoryAum":140000000}],"feePrograms":[{"role":"main","program":"Advisory Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022576","versionId":1022576,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-20","documentName":"ADV 2A","fee_rate_low":1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:25:58.805789+00:00","documents":[{"name":"ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022576","versionId":1022576,"submittedOn":"2026-03-20"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":187000000}],"custodyNote":"Blueprint Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jordan Wilson","title":"President and Chief Compliance Officer","crd":"6176787"}],"ownership":[{"label":"Jordan Wilson","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since February 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"5026 Dorsey Hall Drive #105","city":"Ellicott City","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-992-4500","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":56},{"label":"Non-exchange-traded equity securities","percent":5},{"label":"Investment grade corporate bonds","percent":20},{"label":"Securities issued by registered investment companies or business development companies","percent":18},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"20 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/325099/PDF/325099.pdf","brochureDate":"20 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022576","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 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blueprint Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Blueprint Wealth Management charge?","answer":"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","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 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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blueprint Wealth Management have?","answer":"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","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 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blueprint Wealth Management?","answer":"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","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 5026 Dorsey Hall Drive #105, Ellicott City, MD 21042. Its phone number is 410-992-4500. Its website is blueprint-wm.com.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 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."}