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PARADY WEALTH MANAGEMENT
Legal name: BLUEPRINT WEALTH MANAGEMENT, LLC
CRD 169997File 801-123022
APPROVED
Retail clients
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$145.7M
Bottom 25% of cohort (national)
Discretionary AUM
$145.7M
Clients
1,282
2,877 accounts
Employees
19
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 10, 2022
- Principal office
- 3602 KIESSEL ROAD, THE VILLAGES, FL, 32163-2910
- Phone
- 352-674-3911
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $145.7M
- Discretionary AUM
- $145.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,877
- Non-discretionary accounts
- 0
- Total accounts
- 2,877
- AUM per client
- $114K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $148K |
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 12 | $16.9M |
| Pension and profit sharing plans | 21 | $659K |
| Individuals (other than high net worth individuals) | 1,249 | $126.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 19 | increased by5 |
| Apr 1, 2026 | Clients | 938 | 1,282 | increased by344 |
| Apr 1, 2026 | AUM | $156,088,190 | $145,725,885 | decreased by$10,362,305 |
| Apr 1, 2026 | Accounts | 1,940 | 2,877 | increased by937 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 14 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 829 | 938 | increased by109 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $107,645,522 | $156,088,190 | increased by$48,442,668 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 829 | 1,940 | increased by1,111 |
| Jul 1, 2022 | Clients | 998 | 829 | decreased by169 |
| Jul 1, 2022 | AUM | $104,823,415 | $107,645,522 | increased by$2,822,107 |
| Jul 1, 2022 | Accounts | 998 | 829 | decreased by169 |
| Feb 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARADY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARADY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.