Claim Profile
SE

Sharon Hughes Edwards

BLUEPRINT WEALTH MANAGEMENT, LLC·THE VILLAGES, Florida
Unclaimed Profile
3602 KIESSEL ROAD, THE VILLAGES, FL 32163-2910CRD# 7816769Firm CRD# 169997
01

About

Sharon Hughes Edwards is a registered financial advisor based in THE VILLAGES, Florida, affiliated with BLUEPRINT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUEPRINT WEALTH MANAGEMENT, LLC
BLUEPRINT WEALTH MANAGEMENT
AUM
$109M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7816769
Firm CRD# 169997
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THE VILLAGES?

Browse all registered financial advisors in THE VILLAGES, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sharon Hughes Edwards offer?
Sharon Hughes Edwards specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in THE VILLAGES, Florida for a consultation.
What are Sharon Hughes Edwards's credentials?
Sharon Hughes Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Hughes Edwards located?
Sharon Hughes Edwards is based in THE VILLAGES, Florida, working with BLUEPRINT WEALTH MANAGEMENT, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.
How does Sharon Hughes Edwards charge for services?
Sharon Hughes Edwards's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEPRINT WEALTH MANAGEMENT, LLC?
BLUEPRINT WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty