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Building 2E-WEALTH PARTNERS

Map pinMINNETONKA, MN
Phone952.800.2121
NotebookSEC #801-132328
Total AUM
$218.7M
Employees
5
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12301 WHITEWATER DR.
SUITE 40
MINNETONKA
MN 55343
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
952.800.2121

ReceiptFinancials

Total AUM
$218.7M
Accounts
811
Discretionary
$218.7M
Accounts
811
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$41M
HNW Individual Clients
67
AUM
$172.8M
Pension/Profit Sharing Plan Clients
7
AUM
$4.8M
Charitable Organization Clients
1
AUM
$130.3K
Corporation or Business Clients
1
AUM
$101

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUITY BROKER/DEALER COMPENSATION

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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