Falists
← Back to search

PARADY WEALTH MANAGEMENT

BLUEPRINT WEALTH MANAGEMENT, LLC

CRD 169997 · SEC 801-123022

3602 KIESSEL ROAD, THE VILLAGES, FL, 32163-2910, United States

Phone

352-674-3911

Fax

352-751-3017

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$145.7M

Discretionary AUM

$145.7M

Team

19 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1249$126.3M
High net worth individuals12$16.9M
Pension/profit sharing plans21$659K

States served

CO, IL, IN, IA, LA, MD, MI, MN, NE, NY, NC, PA, SC, TN, VA, TX, NH, FL

Official SEC filing: View on IAPD