# E-Wealth Partners

> 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.

- CRD: 327053
- Filed as: E-WEALTH PARTNERS
- Legal name: E-Wealth Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327053
- AdvisorCensus page: https://advisorcensus.com/firm/e-wealth-partners-minnetonka-mn-327053

## Quick answers

**How is E-Wealth Partners compensated?**
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.

**What does E-Wealth Partners' brochure say about its fees?**
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.

**Where is E-Wealth Partners located?**
E-Wealth Partners' principal office is in Minnetonka, MN, according to its Form ADV.

**Is E-Wealth Partners registered with the SEC or a state?**
E-Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 327053.

**How much does E-Wealth Partners manage?**
E-Wealth Partners reports $218,724,724 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**How have E-Wealth Partners' assets and staff changed since 2025?**
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.

**What types of clients does E-Wealth Partners serve?**
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).

**Which custodians does E-Wealth Partners use?**
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.

**Does E-Wealth Partners report any disciplinary disclosures?**
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

**What changed in E-Wealth Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 23, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $218,724,724
- Discretionary: $218,724,724
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 157 | $40,990,957 |
| High net worth individuals | 67 | $172,835,786 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $4,767,583 |
| Charitable organizations | Fewer than 5 | $130,297 |
| Corporations or other businesses not listed above | Fewer than 5 | $101 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- e-wealthpartners.com
- Facebook @e.wealthpartners.planning
- LinkedIn @e-wealth-partners
- X @eWealthPartner
- YouTube @E-WealthPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $112,857,307 | 4 | April 22, 2025 |
| October 2026 | $218,724,724 | 5 | April 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $112,857,307 to $218,724,724 (+94%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. E-Wealth Partners (CRD 327053): Form ADV filing data as of October 2026.