E-wealth Partners

Overview

Headquarters

Minnetonka, MN

Total Firm Assets

$219 million

Average High-Net-Worth Client Portfolio Size

$2.6 million

Fee Disclosure

Source: ADV PART 2A (2026-04-23) · View brochure text

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

79.02%

Number of High-Net-Worth Clients

67

Total Client Accounts

811

Discretionary Accounts

811

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number

327053

• ADV PART 2A (2026-04-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions