Data / Investment advisers / Maryland / Blueprint Wealth Management Inc.
Blueprint Wealth Management Inc., Ellicott City, MD: $190 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blueprint Wealth Management Inc. is an SEC registered investment adviser with its main office in Ellicott City, Maryland and reports $190 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Blueprint Wealth Management Inc. (CRD number 325099): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 325099
- SEC file number
- 801-127729
- SEC status
- Approved, effective April 24, 2023
- Main office
- 5026 Dorsey Hall Drive #105, Ellicott City, MD 21042
- Phone
- (410) 992-4500
- Website
- blueprint-wm.com
- Regulatory AUM
- $190,000,000 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $190,000,000
- Accounts
- 320
- Employees
- 6, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 220 | $140 million |
| Individuals (other than high net worth individuals) | 100 | $50 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $190 million | March 20, 2026 |
| December 1, 2025 | $160 million | September 5, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bireme Capital, LLC | Rockville | $196.9 million | 1 | adviserinfo.sec.gov |
| Hillman Capital Management Inc | Bethesda | $195.9 million | Not listed | adviserinfo.sec.gov |
| Atcap Partners, LLC | Rockville | $195.5 million | Not listed | adviserinfo.sec.gov |
| Alpha Dna Investment Management | Columbia | $194.7 million | 1 | adviserinfo.sec.gov |
| PSG Credit GP, LLC | Columbia | $190.9 million | Not listed | adviserinfo.sec.gov |
| Calvert Wealth Management, Inc. | Dunkirk | $189.6 million | Not listed | adviserinfo.sec.gov |
| Ivy League Financial Advisors LLC | Rockville | $188.7 million | Not listed | adviserinfo.sec.gov |
| Advocate Investing Services | Woodbine | $186.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Blueprint Wealth Management Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.