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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-17-2009
- Office Locations
- 2
Office Locations
About Blueprint Investing LLC
BluePrint Investing is a boutique, founder-led wealth management practice (est. 2009) serving successful business leaders and entrepreneurs, including those navigating liquidity events. The firm delivers comprehensive planning and portfolio construction with an evidence-based approach rooted in academic research, often implemented with ETFs and mutual funds. Founder Bob Lee brings private equity and management consulting experience and works directly with clients; custody includes Charles Schwab.
Team overview
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Owner & Executives
ROBERT SUNG-BUM LEE
Managing Director
- CRD
- #3088486
- Ownership
- 75% or more
Rachel Dianne Gardner
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michelle Mee Kyung Bryant
--
- CRD
- #6634156
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $436,337,658 | $1,520,340 |
| Non-Discretionary | $0 | -- |
| Total | $436,337,658 | $1,520,340 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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