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BLUESTEM WEALTH PARTNERS, LLC

MINNETONKA, MN · CRD 324489 · IAPD ↗ · 612-464-0372

$1.12BRegulatory AUM
18Advisory reps
34Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BLUESTEM WEALTH PARTNERS, LLC shrank from 33 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2026 — BLUESTEM WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($968.0M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
August 2025 — BLUESTEM WEALTH PARTNERS, LLC notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — BLUESTEM WEALTH PARTNERS, LLC now reports custody of client assets ($625.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
65
April 2024 — BLUESTEM WEALTH PARTNERS, LLC reported RAUM up 37% ($592.9M -> $811.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2024 — BLUESTEM WEALTH PARTNERS, LLC grew from 3 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.