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BLUESTEM WEALTH PARTNERS, LLC
CRD 324489 · SEC 801-127198
13100 WAYZATA BLVD., SUITE #140, MINNETONKA, MN, 55305, United States
Phone
612-464-0372
Fax
612-464-2501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$1.12B
Team
34 total employees; 18 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1334 | $355.0M |
| High net worth individuals | 345 | $750.0M |
| Pension/profit sharing plans | 8 | $15.0M |
States served
AZ, CA, CO, IL, IA, MN, NY, NC, ND, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD