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Blueprint Partners LLC

Blueprint Partners LLC. CRD 312902

B

CRD: 312902

Blueprint Partners LLC

Traverse City, MI, 49684
2316684147
www.blueprint.family
$292.9M Total AUM
$0 Disc. AUM
23.6% 3Y CAGR
4 Employees
337 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Foundation waveOak
Established Date
03-12-2021
Office Locations
1

Office Locations

10238 E Cherry Bend RD Traverse City MI

About Blueprint Partners LLC

Blueprint Partners LLC is a Traverse City, MI RIA providing flat-fee, planning-led wealth management for families with investable assets and business owners nearing a liquidity event. The team acts as a personal CFO, coordinating estate, tax, and business planning with clients’ other advisors to align family and enterprise decisions. Portfolios are implemented primarily with ETFs and public funds, with fixed income exposure including municipals.

Team overview

44 AVG AGE
$97.6M AVG AUM / ADVISOR
$869.2K AVG AUM / CLIENT
5.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Timber Crest beacon Ember

Client Personas

Wave alpha Pathway

CRM

Prime wave

Custodian

Value prime Vector prime Horizon North fusion Frontier zenith

Investment Themes

Insight frontier Bridge

Investment Vehicles

Value harbor

Platform

Peak value Crest vital Optima

Services

Horizon Pioneer beacon Glacier signal Glacier focus Element peak Pathway Crest foundation Frontier vertex Capital matrix North ember

Technology

Alpha oak Catalyst

Owner & Executives

JONATHAN ERIK GRUBER

JONATHAN ERIK GRUBER

Founding Partner, Managing Partner

CRD
#5180781
Ownership
50% but less than 75%
(667) 661-9982
wave.crest@foundationcapital.com
in linkedin.com/in/ridge-vertex
C

CHRISTOPHER DALE MILLWARD

Chief Compliance Officer, Managing Member, Managing Partner

CRD
#4683673
Ownership
50% but less than 75%
(484) 384-1564
legacy.momentum@beaconcapital.com
in linkedin.com/in/momentum-horizon

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Contacts

STACY LYNN HENDRICKSON

STACY LYNN HENDRICKSON

Partner

CRD
#5530293
(617) 572-3696
delta.vertex@optimacapital.com
in linkedin.com/in/north-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-12-2022
01-18-2023
01-31-2024
04-21-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $292,909,441 $869,167
Total $292,909,441 $869,167

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Separately Managed Accounts

Total SMA Asset: $292,909,441

$292.9M Total SMA
Equity - Exchange:
13.8%
Public Funds:
12.0%
Cash:
10.5%
Municipal Bonds:
7.5%
Corporate - Investment Grade:
22.4%
U.S. Government/Agency:
17.3%
Other:
16.5%
Asset class Assets Assets %
Equity - Exchange $234,187,309 13.8%
Public Funds $203,641,138 12.0%
Cash $178,185,996 10.5%
Municipal Bonds $127,275,711 7.5%
Corporate - Investment Grade $380,130,124 22.4%
U.S. Government/Agency $293,582,641 17.3%
Other $280,006,564 16.5%
Total $1,697,009,483 100.0%

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