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
292 South Main Street,, Suite 300, Alpharetta, GA 30009
https://blueprintpwm.com/
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Blueprint Private Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Manish Patel, financial advisor Alpharetta GA
Manish Patel
CRD#: 4454840
292 South Main Street,, Suite 300, Alpharetta, GA 30009

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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