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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-26-2012
- Office Locations
- 1
Office Locations
About Blueprint Wealth Management
Blueprint Wealth Management is a St. Petersburg, FL retail RIA led by financial planner/CCO Scott Alan Tittle. The practice provides portfolio construction alongside insurance and business-succession planning. Portfolios emphasize publicly offered funds and ETFs, with additional fixed-income exposure (corporate and municipal bonds) and selective use of mutual funds and hedge-fund strategies. Primary custodian: Charles Schwab.
Reported data analysis
What the numbers show
Between April 30, 2025 and March 31, 2026, reported AUM increased 15.1%, from $120.3M to $138.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 106 clients, or 106 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
SCOTT ALAN TITTLE
Chief Compliance Officer, Financial Planner
- CRD
- #2141392
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,431,859 | $1,305,961 |
| Non-Discretionary | $0 | -- |
| Total | $138,431,859 | $1,305,961 |
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Separately Managed Accounts
SMA allocation detail is available
Blueprint Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.