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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between April 21, 2025 and February 9, 2026, reported AUM increased 13.6%, from $257.8M to $292.9M.
Across 5 reported observations, AUM increased 76.5% between January 12, 2022 and February 9, 2026, from $166.0M to $292.9M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 337 clients, or 112.3 clients per representative. That equates to $869.2K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Industry Interests
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- Investment Vehicles
- Platform
- Services
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Owner & Executives
JONATHAN ERIK GRUBER
Founding Partner, Managing Partner
- CRD
- #5180781
- Ownership
- 50% but less than 75%
CHRISTOPHER DALE MILLWARD
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4683673
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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STACY LYNN HENDRICKSON
Partner
- CRD
- #5530293
Showing 1 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Blueprint Partners LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.