$190.0M Total AUM
$190.0M Disc. AUM
-- 3Y CAGR
6 Employees
320 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Community National Bank
- Clients
- Retail
- Platforms
- Radial primeElement focus
- Established Date
- 04-24-2023
- Office Locations
- 1
Office Locations
5026 Dorsey Hall Drive #105 Ellicott City MD
About Blueprint Wealth Management Inc.
Blueprint Wealth Management, Inc. is an independent RIA focused on helping individuals nearing or in retirement build income and tax-efficient strategies. The firm provides wealth management, retirement income planning, IRA/401(k) rollovers, investment management, and insurance/annuity and life insurance solutions, with legacy planning support. They also educate prospects through live retirement seminars and offer Medicare guidance.
Team overview
40 AVG AGE
$190.0M AVG AUM / ADVISOR
$593.8K AVG AUM / CLIENT
3.2 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vital value
Custodian
Timber bridge Ember legacy Horizon
Investment Themes
Summit Signal Matrix
Investment Vehicles
Eagle
Platform
Bridge
Services
Delta crest Eagle atlas Legacy value Summit prime Beacon Glacier atlas Horizon Catalyst timber
Technology
Momentum unison Wave
Owner & Executives
JORDAN SCHMUCHER WILSON
Chief Compliance Officer, President
- CRD
- #6176787
- Ownership
- 75% or more
(604) 542-4896
ridge.peak@fusioncapital.com
in linkedin.com/in/summit-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,000,000 | $593,750 |
| Non-Discretionary | $0 | -- |
| Total | $190,000,000 | $593,750 |
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Separately Managed Accounts
Total SMA Asset: $190,000,000
Equity - Exchange:
16.1% Corporate - Investment Grade:
42.7% Public Funds:
16.8% Equity - OTC:
15.9% Cash:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,173,139,639 | 16.1% |
| Corporate - Investment Grade | $3,111,370,346 | 42.7% |
| Public Funds | $1,224,145,710 | 16.8% |
| Equity - OTC | $1,158,566,475 | 15.9% |
| Cash | $619,359,436 | 8.5% |
| Total | $7,286,581,606 | 100.0% |