# Blueprint Partners

Blueprint Partners is a Bank / Wealth / Trust based in Greensboro, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greensboro, United States
- **Region:** North America
- **Address:** Traverse City, MI, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** blueprint-partners.com
- **LinkedIn:** https://www.linkedin.com/company/blueprint-advisors

## Regulatory record

- **CRD number:** 170196
- **SEC file number:** 801-108069
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170196

## About

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.

## 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.

## Related profiles

- [BlueFlame Global Wealth Management](https://altss.com/profile/blueflame-global-wealth-management)
- [Blueprint Wealth Management](https://altss.com/profile/blueprint-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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