Investment adviser · CRD 327053
E-WEALTH PARTNERS
Investment adviser filing (IA)
E-WEALTH PARTNERS, LLC
MINNETONKA, MN, United States · Form ADV filed Apr 23, 2026
- Regulatory AUM
- $219M Form ADV · Item 5.F
- Client accounts
- 811 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 67 | $172,835,786 | 79.0% |
| Individuals | 157 | $40,990,957 | 18.7% |
| Retirement plans | 7 | $4,767,583 | 2.2% |
| Charities | Fewer than 5 | $130,297 | 0.1% |
| Corporations & businesses | Fewer than 5 | $101 | 0.0% |
Filing source
Form ADV 2098187 · Apr 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12301 WHITEWATER DR., SUITE 40MINNETONKA, MN, 55343, United States
CRD 327053
Filing source
Form ADV 2098187 · Apr 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.