← Tributary

E-WEALTH PARTNERS

MINNETONKA, MN · CRD 327053 · IAPD ↗ · 952.800.2121

$218.7MRegulatory AUM
5Advisory reps
5Employees
233Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — E-WEALTH PARTNERS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — E-WEALTH PARTNERS reported RAUM up 94% ($112.9M -> $218.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — E-WEALTH PARTNERS (MINNETONKA, MN) is newly SEC-registered with $112.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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