BLUEPRINT FINANCIAL ADVISORS, LLC

BLUEPRINT FINANCIAL ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 171331). Regulatory assets under management: $29.7M.

Registration

• CRD: 171331
• Type: Registered investment adviser
• Location: 2750 NE 30TH AVENUE, PORTLAND, OR, 97212
• Phone: 5033810638
• Latest filing: 2026-02-26
• Regulatory AUM: $29.7M
• Discretionary AUM: $28.0M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 135

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171331 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search