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BLUESTEM WEALTH PARTNERS, LLC
13100 Wayzata Blvd.
Suite #140
Minnetonka, Minnesota 55305
Tel: 612-464-0372
About BLUESTEM WEALTH PARTNERS, LLC
BLUESTEM WEALTH PARTNERS, LLC, formally registered with the SEC as BLUESTEM WEALTH PARTNERS, LLC. The firm was established in 01/13/2023. They have over 4 offices throughout the country.
BLUESTEM WEALTH PARTNERS, LLC is a Minnetonka, Minnesota based Financial Planning firm with nearly $811,000,000 assets under management, offering retirement planning & investment advisory services to 7756 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324489 |
| SEC# | 801-127198 |
| Assets Managed by Firm | $811,000,000 |
| No. of Clients | 7756 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7756 | $811,000,000 |
| Individuals (other than high net worth individuals) | 1232 | $487,000,000 |
| High net worth individuals | 219 | $309,000,000 |
| Pension and profit sharing plans | 8 | $15,000,000 |
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