Bluestem Wealth Partners LLC

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Assets, Funds, Holdings

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Bluestem Wealth Partners LLC
CRD #324489
SEC #801-127198
CIK #0001977465
AUM $968.0 M (2025-07-18)
Employees 33 (100% Investors, 0% Brokers)
Phone612-464-0372
Address13100 Wayzata Blvd
Minnetonka, MN 55305
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
100080060040020002011201620212026
Sector Form 13F Holdings Value ($M)
Global MOFY Metaverse Ltd 42.1
Apple Inc 3.9
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
90072054036018002024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,278 596.0
(b) Individuals (high net worth individuals) 275 358.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 8 14.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 7,935 968.0
By Discretionary
Discretionary 7,935 968.0
Non-Discretionary 0 0.0
Total 7,935 968.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 968.0
Total 7,935 968.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001977465]
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