BluePrism Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BluePrism Wealth Management LLC is an independent, state-registered advisory firm that provides discretionary asset management and financial planning services to individuals, high net worth individuals, trusts, small businesses and estates. The firm offers ongoing portfolio management tailored to client goals and documents client objectives and any investment restrictions in client files.
The investment process centers on asset allocation and includes Monte Carlo planning to model probabilities of achieving financial goals; accounts are managed on a discretionary basis with periodic (quarterly) reviews and rebalancing as appropriate. Clients’ assets are custodied at Charles Schwab, account statements are provided at least quarterly, and the firm leaves proxy voting to clients rather than voting on their behalf.
Founded in 2025, the firm operates at a very small scale—managing roughly $143,000 for two clients while maintaining no stated account minimum—which results in a highly concentrated, hands-on client relationship. The principal maintains insurance licensure and spends a portion of time offering insurance products (a disclosed conflict of interest), and the firm notes it receives institutional services from its custodian that may include research or other soft-dollar benefits.
Client services
Expertise
Fee options
Financial planning fee of $2,500, negotiable, billed upon plan delivery.
$0 - $1,000,000: 1.10% $1,000,001+: 1.00%
Licensed insurance agent receives commissions from insurance product sales (conflict of interest disclosed).
Main office
Richmond TX
Advisors at this office
1
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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