Overview
Assets Under Management: $968 million
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 275
Average Client Assets: $1 million
Frequently Asked Questions
BLUESTEM WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324489), BLUESTEM WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
BLUESTEM WEALTH PARTNERS, LLC is headquartered in MINNETONKA, MN.
BLUESTEM WEALTH PARTNERS, LLC serves 275 high-net-worth clients according to their SEC filing dated July 18, 2025. View client details ↓
According to their SEC Form ADV, BLUESTEM WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BLUESTEM WEALTH PARTNERS, LLC manages $968 million in client assets according to their SEC filing dated July 18, 2025.
According to their SEC Form ADV, BLUESTEM WEALTH PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 275
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.98
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 7,935
Discretionary Accounts: 7,935
Regulatory Filings
CRD Number: 324489
Filing ID: 2004320
Last Filing Date: 2025-07-18 14:04:00
Website: https://dinsmorecomplianceservices.com