BLUEPRINT WEALTH MANAGEMENT, LLC of THE VILLAGES, FL is an SEC-registered investment adviser (CRD 169997). Regulatory assets under management: $145.7M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Sharon Hughes Edwards | TREASURER | BRENTWOOD, TN |
| Sarah Elisabeth Alderman | CHIEF COMPLIANCE OFFICER | — |
| John Barton Greenbaum | MANAGER | — |
| PARADY GREGORY JACQUES | MANAGER | — |
| GRANDBOIS-GOECKE HILLARY LYNN | CHIEF COMPLIANCE OFFICER | — |
| ALDERMAN SARAH ELISABETH | CHIEF COMPLIANCE OFFICER | — |
| Edwards Sharon Hughes | TREASURER | — |
| GREENBAUM JOHN BARTON | MANAGER | — |
| LOGAN NATALIE MARIE | SECRETARY | — |