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BLUEPRINT PARTNERS LLC
CRD 312902File 801-120502
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$292.9M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $292.9M
Clients
337
337 accounts
Employees
4
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 12, 2021
- Principal office
- 10238 E CHERRY BEND RD, TRAVERSE CITY, MI, 49684
- Phone
- (231) 668-4147
- Website
- https://www.blueprint.family
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $292.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $292.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 337
- Total accounts
- 337
- AUM per client
- $869K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $234.4M |
| Pension and profit sharing plans | 13 | $14.2M |
| Individuals (other than high net worth individuals) | 231 | $44.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.