Bluestem Wealth Partners, LLC
● SEC registered since 2023CRD 324489SEC# 801-127198Minnetonka, MN
Reg. AUM
$1.12B
Employees
34
Accounts
8,328
Location
Minnetonka, MN
Bluestem Wealth Partners, LLC assets under management
Bluestem Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Minnetonka, MN. The firm has been registered since 2023. It reports $1.1 billion in regulatory assets under management and employs 34 people.
Bluestem Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2023 |
| Jill B Lawrence Control | Chief Executive Officer | 50-75% | 2023 |
| Mary Jo Kohman Control | Chief Operating Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Bluestem Wealth Partners, LLC manage?
Bluestem Wealth Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Bluestem Wealth Partners, LLC have?
Bluestem Wealth Partners, LLC reports 34 employees.
Where is Bluestem Wealth Partners, LLC located?
Bluestem Wealth Partners, LLC is based in Minnetonka, MN and has been SEC-registered since 2023.
Does Bluestem Wealth Partners, LLC disclose fund performance?
Bluestem Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13100 Wayzata Blvd., Suite #140, Minnetonka, MN 55305 |
| Phone | 612-464-0372 |
| Fax | 612-464-2501 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.12B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$1.12Bregulatory AUM
Discretionary $1.12B