Blueprint Wealth Management, Llc
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 1,282
- Avg AUM / client
- $114K
- Accounts
- 2,877
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,249 | $126M | 86.7% |
| High net worth individuals | 12 | $16.9M | 11.6% |
| Pension and profit sharing plans | 21 | $659K | 0.45% |
| Charitable organizations | Fewer than 5 | $1.7M | 1.15% |
| Corporations and other businesses | Fewer than 5 | $148K | 0.1% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alderman, Sarah, E | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Edwards, Sharon, Hughes | Treasurer | Aug 2023 (3y) | Less than 5% | |
| Greenbaum, John, Barton | Manager | Aug 2023 (3y) | Less than 5% | |
| Kathleen Anne Laseter | Registered representative | CFP | May 2014 (12y) | |
| Kelly Elaine Burkhead | Registered representative | CFP | Apr 2015 (11y) | |
| Jared Ralph Vock | Registered representative | Feb 2025 (1y) | ||
| Andre Luiz Baldo | Registered representative | Apr 2025 (1y) | ||
| Matthew William Smith | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rsc Insurance Brokerage, Inc. | Owner | Jan 2023 | A | 75% or more |
| Accession Risk Management Group, Inc. | Shareholder | Jan 2023 | B | ≈ 56.25% – 100% via Rsc Insurance Brokerage, Inc. |
| Rsc Parent, Inc. | Shareholder | Jan 2023 | B | ≈ 42.19% – 100% via Accession Risk Management Group, Inc. |
| Rsc Holdco, Inc. | Shareholder | Jan 2023 | B | ≈ 31.64% – 100% via Rsc Parent, Inc. |
| Rsc Topco, Inc. | Shareholder | Jan 2023 | B | ≈ 23.73% – 100% via Rsc Holdco, Inc. |
| Kelso (Rsc) Investor, L.P. | Shareholder | Jan 2023 | B | ≈ 11.87% – 75% via Rsc Topco, Inc. |
| Kelso Gp X, Llc | General Partner | Jan 2023 | B | GP / trustee / elected manager of Kelso (Rsc) Investor, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Accession Risk Management Group, Inc.: 75% – 100% of Rsc Insurance Brokerage, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Rsc Parent, Inc.: 75% – 100% of Accession Risk Management Group, Inc. × 75% – 100% of Rsc Insurance Brokerage, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Rsc Holdco, Inc.: 75% – 100% of Rsc Parent, Inc. × 75% – 100% of Accession Risk Management Group, Inc. × 75% – 100% of Rsc Insurance Brokerage, Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Rsc Topco, Inc.: 75% – 100% of Rsc Holdco, Inc. × 75% – 100% of Rsc Parent, Inc. × 75% – 100% of Accession Risk Management Group, Inc. × 75% – 100% of Rsc Insurance Brokerage, Inc. × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Kelso (Rsc) Investor, L.P.: 50% – 75% of Rsc Topco, Inc. × 75% – 100% of Rsc Holdco, Inc. × 75% – 100% of Rsc Parent, Inc. × 75% – 100% of Accession Risk Management Group, Inc. × 75% – 100% of Rsc Insurance Brokerage, Inc. × 75% – 100% direct ≈ 11.87% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $146M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗