Managing Partner · Blueprint Partners LLC
Jonathan E. Gruber
CRD 5180781 · Named on Form ADV at one SEC-registered adviser
At a glance
Blueprint Partners LLC, an SEC-registered wealth manager based in Traverse City, MI with $293 million in regulatory assets, lists Jonathan E. Gruber on its Form ADV as Managing Partner, a control person.
Firms and roles
- Blueprint Partners LLCManaging PartnerWealth manager · Traverse City, MI · $293M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher D. MillwardManaging Member & Chief Compliance Officer, Blueprint Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.