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BLUEPRINT PARTNERS LLC

TRAVERSE CITY, MI · CRD 312902 · IAPD ↗ · blueprint.family · (231) 668-4147

$292.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
February 2025 — BLUEPRINT PARTNERS LLC reported RAUM up 32% ($195.1M -> $257.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2024 — BLUEPRINT PARTNERS LLC reported RAUM up 26% ($155.0M -> $195.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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