Blueprint Wealth Management Inc.
Blueprint Wealth Management Inc. (CRD# 325099) is a financial advisory firm headquartered in Ellicott City, MD. They manage $145,000,000 in 925 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Blueprint Wealth Management Inc.
By the Numbers
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Total Assets Under Management145MILLION
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Total Number of Accounts925ACCOUNTS
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Average Account Value$156,757
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, GA, MD, NY, TX
Financial Advisors at Blueprint Wealth Management Inc.
1
Stephen Molesky (CRD# 1109839) is an Investment Advisor Representative working at Blueprint Wealth Management Inc. in Ellicott City, MD and has over 41 years of experience in the finance industry.
2
Jordan Wilson (CRD# 6176787) is an Investment Advisor Representative working at Blueprint Wealth Management Inc. in Ellicott City, MD and has over 10 years of experience in the finance industry.
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