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E-WEALTH PARTNERS
E-WEALTH PARTNERS, LLC
CRD 327053 · SEC 801-132328
12301 WHITEWATER DR., SUITE 40, MINNETONKA, MN, 55343, United States
Phone
952.800.2121
Fax
952.600.5513
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.7M
Discretionary AUM
$218.7M
Team
5 total employees; 5 advisory reps; 233 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; ANNUITY BROKER/DEALER COMPENSATION
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $41.0M |
| High net worth individuals | 67 | $172.8M |
| Pension/profit sharing plans | 7 | $4.8M |
States served
MN
All web addresses on file
Official SEC filing: View on IAPD