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BLUEPRINT INVESTMENT PARTNERS LLC

GREENSBORO, NC · CRD 170196 · IAPD ↗ · 800-245-7339

$1.78BRegulatory AUM
3Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — BLUEPRINT INVESTMENT PARTNERS LLC reported RAUM up 52% ($1.23B -> $1.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — BLUEPRINT INVESTMENT PARTNERS LLC shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2025 — BLUEPRINT INVESTMENT PARTNERS LLC crossed $1B in regulatory AUM ($849.4M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
August 2024 — BLUEPRINT INVESTMENT PARTNERS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — BLUEPRINT INVESTMENT PARTNERS LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — BLUEPRINT INVESTMENT PARTNERS LLC added office(s): 2 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2024 — BLUEPRINT INVESTMENT PARTNERS LLC reported RAUM up 59% ($533.1M -> $849.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — BLUEPRINT INVESTMENT PARTNERS LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.