B
$6.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Fusion waveMeridian +more
- Established Date
- 07-19-2019
- Office Locations
- 1
Office Locations
-- Moraga CA
About Blueprint Retirement Advisors LLC
Blueprint Retirement Advisors LLC provides process-driven retirement plan and financial planning for small business plan sponsors, business owners, and individual investors. The firm emphasizes helping sponsors reduce plan fees and mitigate fiduciary sponsor risk while delivering high-touch communication. Its advisory portfolios are primarily ETF-based.
Team overview
-- AVG AGE
$6.4M AVG AUM / ADVISOR
$356.1K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Client Personas
Crest vital
Custodian
Meridian Delta pioneer Focus Pioneer
Fund Managers
Pioneer crest
Investment Themes
Capital Value prime
Services
Pioneer Prime element Pathway vector Wave pioneer Vital
Technology
Fusion foundation Ember Prime
Owner & Executives
M
MICHAEL TIMOTHY WILSON
Advisor, Chief Compliance Officer, President
- CRD
- #3052735
- Ownership
- 75% or more
(984) 311-2628
ember.element@primecapital.com
in linkedin.com/in/focus-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,410,468 | -- |
| Total | $6,410,468 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,410,468
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,905,516,525 | 100.0% |
| Total | $8,905,516,525 | 100.0% |