CRD: 319507
Blueprint Private Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2022
- Office Locations
- 1
Office Locations
About Blueprint Private Wealth Management LLC
Blueprint Private Wealth Management is an independent, fee-only fiduciary RIA in Alpharetta, GA providing comprehensive wealth planning and investment management centered on client goals. Portfolios are primarily ETF-based with an asset-allocation and portfolio-construction focus, and the firm custody relationship includes Charles Schwab while using tools like NaviPlan and Advyzon.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MANISH PATEL
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Private Wealth Advisor
- CRD
- #4454840
- Ownership
- 50% but less than 75%
Jilka Patel
Chief Executive Officer, Founder, Managing Member, Wealth Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,689,169 | -- |
| Non-Discretionary | $8,000,000 | -- |
| Total | $94,689,169 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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