{
  "crd_number": 327053,
  "slug": "e-wealth-partners-minnetonka-mn-327053",
  "primary_business_name": "E-WEALTH PARTNERS",
  "legal_name": "E-WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Minnetonka",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-14",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-23",
  "carried_forward": false,
  "raum_total": 218724724.0,
  "raum_discretionary": 218724724.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 130297.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40990957.0,
      "count": 157
    },
    "pension_profit_sharing": {
      "raum": 4767583.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 172835786.0,
      "count": 67
    },
    "corporations_other_businesses": {
      "raum": 101.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MN"
  ],
  "websites": [
    "https://e-wealthpartners.com",
    "https://facebook.com/e.wealthpartners.planning",
    "https://linkedin.com/company/e-wealth-partners",
    "https://twitter.com/eWealthPartner",
    "https://youtube.com/@E-WealthPartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327053",
  "city_as_filed": "MINNETONKA",
  "url": "https://advisorcensus.com/firm/e-wealth-partners-minnetonka-mn-327053",
  "display_name": "E-Wealth Partners",
  "summary": "E-Wealth Partners is an SEC-registered investment advisory firm in Minnetonka, MN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.",
  "citation": "AdvisorCensus. E-Wealth Partners (CRD 327053): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is E-Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), E-Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "What does E-Wealth Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated April 23, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is E-Wealth Partners located?",
      "a": "E-Wealth Partners' principal office is in Minnetonka, MN, according to its Form ADV."
    },
    {
      "q": "Is E-Wealth Partners registered with the SEC or a state?",
      "a": "E-Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 327053."
    },
    {
      "q": "How much does E-Wealth Partners manage?",
      "a": "E-Wealth Partners reports $218,724,724 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have E-Wealth Partners' assets and staff changed since 2025?",
      "a": "In the Form ADV data for E-Wealth Partners: Regulatory assets under management: $112,857,307 in the October 2025 data and $218,724,724 in the October 2026 data, up 94%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does E-Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (67); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does E-Wealth Partners use?",
      "a": "E-Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does E-Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327053"
    },
    {
      "q": "What changed in E-Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $112,857,307 to $218,724,724 (+94%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 112857307.0,
      "total_employees": 4,
      "filing_date": "2025-04-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 218724724.0,
      "total_employees": 5,
      "filing_date": "2026-04-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $112,857,307 to $218,724,724 (+94%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The annual advisory fee is based on the market value of the assets under advisement and ranges up to 2%. The fee is negotiable, pro-rated, and paid in advance on a quarterly basis."
        ]
      }
    ],
    "quotes": [
      "The annual advisory fee is based on the market value of the assets under advisement and ranges up to 2%. The fee is negotiable, pro-rated, and paid in advance on a quarterly basis."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/e-wealth-partners-minnetonka-mn-327053.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 157,
      "fewer_than_5": false,
      "raum": 40990957.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 172835786.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 4767583.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 130297.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 101.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327053",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}