Blueprint Wealth Advisors, LLC
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Blueprint Wealth Advisors, LLC - overview
Established
2012
Location
Chicago, IL, US
Primary Industry
Financial Services
About
Founded in 2012 and based in Chicago, US, Blueprint Wealth Advisors, LLC provides financial planning, investment management, retirement strategies, tax solutions, and estate planning for diverse clients. In November 2025, Merit Financial Advisors, a portfolio company of Constellation Wealth Capital, acquired Blueprint Wealth Advisors, LLC. Blueprint Wealth Advisors offers a wide range of services, including retirement income planning, qualified corporate retirement plans, wealth accumulation strategies, estate planning, risk management, business planning, and tax optimization. These services are designed to address both immediate and long-term financial needs, creating a holistic approach to wealth management.
Current Investors
Merit Financial Advisors
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.blueprintwealthadvisors.net/
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Blueprint Wealth Advisors, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Blueprint Wealth Advisors, LLC | - |
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