CRD: 336440
Blueprism Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-2025
- Office Locations
- 1
Office Locations
About Blueprism Wealth Management LLC
BluePrism Wealth Management LLC is an independent Georgia-registered investment adviser providing comprehensive wealth management—financial planning, investment management, risk and tax planning, retirement and legacy strategy—with behavioral finance insights and scenario/stress testing. The firm incorporates ESG considerations and supports clients such as entrepreneurs, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Manishkumar Kantilal Jain
Chief Compliance Officer, Managing Member
- CRD
- #7449515
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,248 | -- |
| Non-Discretionary | $0 | -- |
| Total | $160,248 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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