BLUEPRINT INVESTMENTS AND TAX PLANNING

BLUEPRINT INVESTMENTS AND TAX PLANNING is an SEC-registered investment adviser (CRD 291591). Regulatory assets under management: $28.2M.

Registration

• CRD: 291591
• Type: Registered investment adviser
• Phone: 775-298-1326
• Latest filing: 2026-05-19
• Regulatory AUM: $28.2M
• Discretionary AUM: $28.2M
• Clients: 1
• Accounts: 268

Business model

Compensation: % of AUM.

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 291591 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search