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
12301 Whitewater Dr., Suite 40, Minnetonka, MN 55343
https://twitter.com/ewealthpartner
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    459
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at E-wealth Partners
Showing 1 - 2 of 2 top financial advisors.
1
Brian Adamek, financial advisor Minnetonka MN
Brian J. Adamek
CRD#: 5667452
12301 Whitewater Dr., Suite 40, Minnetonka, MN 55343

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, financial advisor Minnetonka MN
Connor G. Lantz
CRD#: 6349845
12301 Whitewater Dr., Suite 40, Minnetonka, MN 55343

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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