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Building 2BLUESTEM WEALTH PARTNERS, LLC

Map pinMINNETONKA, MN
Phone612-464-0372
NotebookSEC #801-127198
Total AUM
$1.1B
Employees
34
Clients
1,687

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13100 WAYZATA BLVD.
SUITE #140
MINNETONKA
MN 55305
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
612-464-0372
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
8,328
Discretionary
$1.1B
Accounts
8,328
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,334
AUM
$355M
HNW Individual Clients
345
AUM
$750M
Pension/Profit Sharing Plan Clients
8
AUM
$15M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILMNNCNDNYTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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