TRAVERSE CITY, MICRD 312902Latest ADV February 9, 2026
Blueprint Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Traverse City, MI. Its latest Form ADV filing, dated February 9, 2026, reports $293M in regulatory assets under management, 4 employees, and 337 accounts.
Assets Under Management
$293M
Employees
4
Offices
--
Total Clients
337
Primary office
TRAVERSE CITY, MI
10238 E CHERRY BEND RD, TRAVERSE CITY, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
231
2
HNWI
27.6%
93
3
Pension Plans
3.9%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$293Mas of February 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$293M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$293M
Total Accounts337
10Y AUM Change+$293M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee84:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.