|
⚲
|
| Keyboard |
| E-Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 327053 |
| SEC # | 801-132328 |
| CIK # | 0002129940 |
| AUM | 218.7 M (2026-04-23) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 952-800-2121 |
| Address | 12301 Whitewater Dr Minnetonka, MN 55343 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.8 | ||
| Nvidia Corp | 2.6 | ||
| Microsoft Corp | 1.0 | ||
| Tesla Motors Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 41.0 |
| (b) Individuals (high net worth individuals) | 67 | 172.8 |
| (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 | 7 | 4.8 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 811 | 218.7 |
| By Discretionary | ||
| Discretionary | 811 | 218.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 811 | 218.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.7 | |
| Total | 811 | 218.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002129940] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 233 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Teams Alliance Inc
✚
|
CA | 223.9 M |
|
McCartney Wealth Management LLC
✚
|
MO | 220.7 M |
|
Enspyre Wealth Advisors Inc
✚
|
MN | 217.7 M |
|
Delta Advisory Group Inc
✚
|
FL | 216.3 M |
|
Gragg & Gragg LLP
✚
|
NC | 215.4 M |
|
UTA LLC
✚
|
WA | 214.6 M |
|
Locker Financial Services LLC
✚
|
NJ | 213.8 M |
|
Schmidt Jacob Aaron
✚
|
IN | 212.6 M |
|
Coastwise Capital Group LLC
✚
|
CA | 212.2 M |
|
Altius Financial Inc
✚
|
CO | 212.2 M |