Blueprint Private Wealth Management LLC
Blueprint Private Wealth Management LLC (CRD# 319507) is a financial advisory firm headquartered in Alpharetta, GA. They manage $83,520,000 in 237 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Blueprint Private Wealth Management LLC
By the Numbers
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Total Assets Under Management84MILLION
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Total Number of Accounts237ACCOUNTS
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Average Account Value$352,405
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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.
GA, TX
Financial Advisors at Blueprint Private Wealth Management LLC
1
Manish Patel (CRD# 4454840) is an Investment Advisor Representative working at Blueprint Private Wealth Management LLC in Alpharetta, GA and has over 22 years of experience in the finance industry.
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