BLUPRINT FINANCIAL, LLC

BLUPRINT FINANCIAL, LLC is an SEC-registered investment adviser (CRD 291172). Regulatory assets under management: $41.8M.

Registration

• CRD: 291172
• Type: Registered investment adviser
• Phone: 651-796-3221
• Latest filing: 2026-01-27
• Regulatory AUM: $41.8M
• Discretionary AUM: $41.8M
• Clients: 1
• Accounts: 276

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291172 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search