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BLUEPRINT WEALTH MANAGEMENT, LLC
BLUEPRINT WEALTH MANAGEMENT, LLC
BLUEPRINT WEALTH MANAGEMENT
THE VILLAGES, Florida
·
2 registered advisors
·
CRD# 169997
SEC# 801-123022
0
352-674-3911
01
Firm Overview
AUM
$109M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at BLUEPRINT WEALTH MANAGEMENT, LLC
2 registered advisors
Hillary Lynn Grandbois-Goecke
THE VILLAGES, Florida
CRD# 6116091
Sarah Elisabeth Alderman
THE VILLAGES, Florida
CRD# 4262580
05
Office Locations
THE VILLAGES, Florida
2 advisors
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Data sourced from SEC Form ADV filings. BLUEPRINT WEALTH MANAGEMENT, LLC (CRD# 169997) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.