E-wealth Partners
E-wealth Partners (CRD# 327053) is a financial advisory firm headquartered in Minnetonka, MN. They manage $78,749,118 in 459 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management79MILLION
-
Total Number of Accounts459ACCOUNTS
-
Average Account Value$171,567
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at E-wealth Partners
1
Brian Adamek (CRD# 5667452) is an Investment Advisor Representative working at E-wealth Partners in Minnetonka, MN and has over 14 years of experience in the finance industry.
2
Connor Lantz (CRD# 6349845) is an Investment Advisor Representative working at E-wealth Partners in Minnetonka, MN and has 1 year of experience in the finance industry.
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