E-WEALTH PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$219M
Discretionary
$219M
100% of AUM
Avg account
$270K
Accounts
811
Employees
5
Advisory reps
5

Firm details

Headquarters
MINNETONKA, Minnesota
CRD number
327053
Registered since
April 14, 2025
Website
www.e-wealthpartners.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI79.02%
  • Individuals18.74%
  • Pension & Profit Sharing Plans2.18%
  • Charitable Organizations0.06%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

E-Wealth Partners is an independent, SEC-registered RIA formed as an LLC and registered in 2025. The firm is individually owned and serves both individual/family clients and institutional relationships. Its advisory offering blends financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars/workshops. The firm also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly billing, fixed-fee arrangements and other pricing structures. E-Wealth does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 18%, Private Funds 3%, Non-Exchange Traded Equities 2%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities18%
  • Private Funds3%
  • Non-Exchange Traded Equities2%
  • US Government Bonds1%

Contacts

3 of 5

  • JON JANDRO

    ​Partner, Financial PlannerCRD 6258996

  • DYANNE ROSS-HANSON

    Founding PrincipalCRD 1017504

  • Luke Aarestad

    Associate AdvisorCRD 8077301

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 35

Active vs passive

$104M in ETFs

Passive

45%

$46.8M

Active

51%

$57.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$27.6M194,07926.57%
Unlock additional holdings →

Location

Primary office

MINNETONKA, MN

HENNEPIN

Location

MINNETONKA, MN

Headquartered in MINNETONKA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
12301 Whitewater Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

MERCED CAPITAL, L.P.

RIA

MINNETONKA, MN

AUM $251MTEAM 5REPS 3

QUANTITATIVE ASSET MANAGEMENT, LLC

RIA

MINNETONKA, MN

AUM $187MTEAM 2REPS 3

TONKA CAPITAL PARTNERS, LLC

RIA

MINNETONKA, MN

AUM $140MTEAM 3REPS 3

PATHFINDER 360 MANAGEMENTCO, LLC

RIA

MINNETONKA, MN

AUM $344MTEAM 1REPS 1

UAK DIVERSIFIED WEALTH ADVISORS

RIA

MINNETONKA, MN

AUM $113MTEAM 3REPS 2

DUVAL INVESTMENT GROUP

RIA

MINNETONKA, MN

AUM $109MTEAM 1REPS 1
More RIAs in MINNETONKA →All Minnesota RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth