BLUESTEM WEALTH PARTNERS, LLC

Overview

Bluestem Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual/family clients and institutional clients, operating as a fee-based adviser that charges asset-based fees and fixed fees. It also acts as an insurance broker and identifies itself as a capital allocator, including the use of third-party managers and the selection of outside advisers as part of its services. Advisory capabilities named in regulatory filings include comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and manager selection. Bluestem does not position itself as an active ESG investor in its disclosures and is reported as not being a multi-state adviser in regulatory fields despite operating multiple offices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices