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E-Wealth Partners, LLC

● SEC registered since 2025CRD 327053SEC# 801-132328Minnetonka, MN
Export (members)
Reg. AUM
$218.7M
Employees
5
Accounts
811
Location
Minnetonka, MN

E-Wealth Partners, LLC assets under management

E-Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Minnetonka, MN. The firm has been registered since 2025. It reports $218.7 million in regulatory assets under management and employs 5 people.

E-Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Joseph Adamek ControlOwner, Cco50-75%2023
Jon Henry Jandro ControlOwner25-50%2025

Frequently asked questions

How much does E-Wealth Partners, LLC manage?

E-Wealth Partners, LLC reports $218.7 million in regulatory assets under management on its Form ADV.

How many employees does E-Wealth Partners, LLC have?

E-Wealth Partners, LLC reports 5 employees.

Where is E-Wealth Partners, LLC located?

E-Wealth Partners, LLC is based in Minnetonka, MN and has been SEC-registered since 2025.

Does E-Wealth Partners, LLC disclose fund performance?

E-Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12301 Whitewater Dr., Suite 40, Minnetonka, MN 55343
Phone952.800.2121
Fax952.600.5513
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$218.7M▲ 94%
Mar '25 — $112.9MApr '25 — $112.9MMay '25 — $112.9MJun '25 — $112.9MJul '25 — $112.9MAug '25 — $112.9MSep '25 — $112.9MOct '25 — $112.9MNov '25 — $112.9MDec '25 — $112.9MJan '26 — $112.9MFeb '26 — $112.9MMar '26 — $218.7MApr '26 — $218.7MMay '26 — $218.7MJun '26 — $218.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$218.7Mregulatory AUM
Discretionary $218.7M