E-wealth Partners
E-wealth Partners is an SEC-registered mass-market adviser in Minnetonka, MN with $218.7M assets under management (AUM, regulatory AUM), +94% over one year. See who owns E-wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327053, SEC 801-132328, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $218.7M (2026-04-23)
- Firm type
- Mass-Market Adviser
- Location
- Minnetonka, MN
- Employees
- 5
- Clients
- 231
- CRD
- 327053
- Ownership
- ADAMEK, BRIAN, JOSEPH; JANDRO, JON, HENRY
How much AUM does E-wealth Partners have?
E-wealth Partners reported $218.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns E-wealth Partners?
Disclosed owners and executives of E-wealth Partners include ADAMEK, BRIAN, JOSEPH, JANDRO, JON, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.