Insights

Growing Acquisition Blueprint Wealth Advisors was recently acquired by Merit Financial Advisors, a strategic move that could open opportunities for cross-selling additional wealth management and planning services to their expanded client base.

Mid-Range Revenue With annual revenues between 10 million and 25 million and a relatively small team of up to 50 employees, the company presents an ideal target for premium financial products, advanced technology upgrades, and personalized advisory services.

Technology Utilization The company's use of cloud services such as AWS, Acquia Cloud, and monitoring tools like New Relic and Datadog indicates an openness to innovative digital solutions, creating opportunities for selling fintech integrations, cybersecurity, and data management tools.

Market Focus Operating within select states with a well-defined client process in wealth management and estate planning offers prospects for expanding geographically, or offering specialized services like tax optimization and business planning to high-net-worth individuals.

Competitive Positioning Positioned among large financial firms with thousands of employees and billion-dollar revenues, Blueprint occupies a niche market segment that may benefit from tailored financial products, advanced CRM systems, and targeted marketing strategies to grow their client base.

Blueprint Wealth Advisors, LLC Tech Stack

Blueprint Wealth Advisors, LLC uses 8 technology products and services including Amazon Web Services, Drupal, Acquia Cloud, and more. Explore Blueprint Wealth Advisors, LLC's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Drupal
    Content Management System
  • Acquia Cloud
    Platform As A Service
  • New Relic
    Real User Monitoring
  • Datadog
    Real User Monitoring
  • YouTube
    Video Players
  • Vimeo
    Video Players
  • Acquia Cloud Site Factory
    Web Hosting

Blueprint Wealth Advisors, LLC's Email Address Formats

Blueprint Wealth Advisors, LLC uses at least 2 format(s):
Blueprint Wealth Advisors, LLC Email FormatsExamplePercentage
FLast@blueprintwa.comJDoe@blueprintwa.com
100%
First.Last@myblueprint4wealth.comJohn.Doe@myblueprint4wealth.com
50%
FLast@myblueprint4wealth.comJDoe@myblueprint4wealth.com
20%
FirstL@myblueprint4wealth.comJohnD@myblueprint4wealth.com
20%
FirstLast@myblueprint4wealth.comJohnDoe@myblueprint4wealth.com
10%

Frequently Asked Questions

Where is Blueprint Wealth Advisors, LLC's headquarters located?

Minus sign iconPlus sign icon
Blueprint Wealth Advisors, LLC's main headquarters is located at 20 North Clark Street, Suite 2825. The company has employees across 1 continents, including North America.

What is Blueprint Wealth Advisors, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Blueprint Wealth Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Blueprint Wealth Advisors, LLC's official website and social media links?

Minus sign iconPlus sign icon
Blueprint Wealth Advisors, LLC's official website is myblueprint4wealth.com and has social profiles on LinkedIn.

What is Blueprint Wealth Advisors, LLC's NAICS code?

Minus sign iconPlus sign icon
Blueprint Wealth Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Blueprint Wealth Advisors, LLC have currently?

Minus sign iconPlus sign icon
As of December 2025, Blueprint Wealth Advisors, LLC has approximately 16 employees across 1 continents, including North America. Key team members include Managing Director: B. Q. C.Managing Director: B. Q.Operations Manager: T. T.. Explore Blueprint Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does Blueprint Wealth Advisors, LLC belong to?

Minus sign iconPlus sign icon
Blueprint Wealth Advisors, LLC operates in the Financial Services industry.

What technology does Blueprint Wealth Advisors, LLC use?

Minus sign iconPlus sign icon
Blueprint Wealth Advisors, LLC's tech stack includes Amazon Web ServicesDrupalAcquia CloudNew RelicDatadogYouTubeVimeoAcquia Cloud Site Factory.

What is Blueprint Wealth Advisors, LLC's email format?

Minus sign iconPlus sign icon
Blueprint Wealth Advisors, LLC's email format typically follows the pattern of FLast@blueprintwa.com. Find more Blueprint Wealth Advisors, LLC email formats with LeadIQ.

When was Blueprint Wealth Advisors, LLC founded?

Minus sign iconPlus sign icon
Blueprint Wealth Advisors, LLC was founded in 2012.

Blueprint Wealth Advisors, LLC

Financial ServicesIllinois, United States11-50 Employees

No matter what your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: 

     Accumulation: how to target asset growth 
     Retirement planning: how to target distribution of your assets in a tax-advantaged way 
     Estate planning: how to preserve your assets 
     Risk management: how to protect your assets 
     Business planning: how to grow and manage your business 
     Taxation: how to minimize your tax burden

Create a comprehensive plan
By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future. 




Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org , a registered investment adviser.  This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IL,IN,MA,MI,MN,NY,OH,TX,WA,WI.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

“Please see our Terms of Use here: www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
20 North Clark Street, Suite 2825
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Blueprint Wealth Advisors, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Blueprint Wealth Advisors, LLC's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.