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Blueprint Partners
Blueprint Partners is an SEC-registered investment adviser in Greensboro, NC, registered since 2016. The firm manages $1.9 billion in assets, with $1.7 billion...
Blueprint Partners
Blueprint Partners is an SEC-registered investment adviser in Greensboro, NC, registered since 2016. The firm manages $1.9 billion in assets, with $1.7 billion on a discretionary basis. It has 9 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Greensboro
Corporate office
Traverse City, MI, United States
Frequently asked questions
Where does Blueprint Partners' client base concentrate geographically?
The firm operates from Traverse City and serves families across Northern Michigan. This region has a distinct economic profile shaped by agriculture, tourism, and seasonal real estate markets, which informs the concentrated, multigenerational nature of many client portfolios. The practice is built around local, relationship-driven advisory work rather than a national outreach model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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