E-Wealth Partners
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
FINTRXOverview
E-Wealth Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm advises both individuals/families and institutional clients, combining financial planning and portfolio management for individuals and small businesses with educational seminars and workshops. It also operates as an insurance broker, which informs some of its product mix and client solutions. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, with other fee structures used in select situations. The firm is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$118M in ETFs
47%
$55.1M
50%
$63.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $33.8M | 205,972 | 28.61% |
Location
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
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