SourcingSourcing

BLUEPRINT WEALTH MANAGEMENT INC.

C48
CRD 325099·SEC 801-127729·ELLICOTT CITY, MD
AUM
$190.0M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$570K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUEPRINT WEALTH MANAGEMENT INC.
CRD
325099
SEC file #
801-127729
EIN
—
DBA names
—

Economics

AUM
$190.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$160.0M → $190.0M▲ +19%
Client mix
Individuals High Net Worth220
Individuals Other100

Operations

Employees (total)
6
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
ELLICOTT CITY MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
blueprint-wm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILSON, JORDAN, SCHMUCHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WILSON, JORDAN, SCHMUCHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLUEPRINT-WM.COM
Rdap Domain Creation Date
2023-06-02T18:42:04Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5536
Soi Zip Pct 200k Plus
0.3052
Soi Zip Returns 200k Plus
6,290
Soi Zip Total AGI
3,690,260
Fdic Zip Total Deposits
36,345,928,000
Fdic Zip Branch Count
342
Fdic Zip Top Banks
Bank of America, National Association
Manufacturers and Traders Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Signet Bank-MarylandEllicott City, MD
Provident Bank of MarylandEllicott City, MD
Fdic Zip HHI
1084.98
Fdic Zip Top Bank Share Pct
22.04
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-02T18:42:04Z
Rdap Domain Last Changed
2025-06-03T16:49:32Z
Rdap Nameservers
Ns1.advisorstech.netNs2.advisorstech.netNs3.advisorstech.netNs4.advisorstech.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,446
Returns4,030
Stub 2
AGI71,348
Returns1,940
Stub 3
AGI107,453
Returns1,730
Soi Zip Total Business Income
111,417
Soi Zip Total Cap Gains
175,545
Soi Zip Total Dividends
104,085
Soi Zip Total Returns
20,610
Top Owner CRD
6176787
Trust Company Affiliate
No

People (1)

1
WILSON, JORDAN, SCHMUCHER
IAR · Direct Owner · 87.5%
6176787