B
$138.4M Total AUM
$138.4M Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-26-2012
- Office Locations
- 1
Office Locations
-- St. Petersburg FL
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.
Team overview
-- AVG AGE
$138.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
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Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SCOTT ALAN TITTLE
Chief Compliance Officer, Financial Planner
- CRD
- #2141392
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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