Data / Investment advisers / Minnesota / E-Wealth Partners
E-Wealth Partners, Minnetonka, MN: $219 million AUM, SEC registered investment adviser
E-Wealth Partners is an SEC registered investment adviser with its main office in Minnetonka, Minnesota and reports $219 million in regulatory assets under management in its Form ADV filed April 23, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 327053
- SEC file number
- 801-132328
- SEC status
- Approved, effective April 14, 2025
- Legal name
- E-Wealth Partners, LLC
- Main office
- 12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343
- Phone
- (952) 800-2121
- Regulatory AUM
- $218,724,724 in the Form ADV filed April 23, 2026
- Discretionary AUM
- $218,724,724
- Accounts
- 811
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $172.8 million |
| Individuals (other than high net worth individuals) | 157 | $41 million |
| Pension and profit sharing plans | 7 | $4.8 million |
| Charitable organizations | Fewer than 5 | $130,297 |
| Corporations or other businesses | Fewer than 5 | $101 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $218.7 million | March 24, 2026 |
| December 1, 2025 | $112.9 million | April 22, 2025 |
Other advisers in Minnetonka
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Twele Capital Management, Inc. | Minnetonka | $578.5 million | Not listed | adviserinfo.sec.gov |
| Legacies Wealth LLC | Minnetonka | $505.4 million | Not listed | adviserinfo.sec.gov |
| Speece Thorson Capital Group Inc | Minnetonka | $469 million | 1 | adviserinfo.sec.gov |
| Pathfinder 360 Managementco, LLC | Minnetonka | $343.8 million | 3 | adviserinfo.sec.gov |
| Merced Capital, L.P. | Minnetonka | $251.2 million | 6 | adviserinfo.sec.gov |
| Quantitative Asset Management, LLC | Minnetonka | $187.4 million | Not listed | adviserinfo.sec.gov |
| Tonka Capital Partners, LLC | Minnetonka | $139.8 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnetonka, MN
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- E-Wealth Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.