DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
E-Wealth Partners
Legal name E-Wealth Partners, LLC
Latest filing Apr 23, 2026
First filing on the tape Apr 22, 2025 · 3 filings
SEC status approved since Apr 14, 2025
RAUM
$219M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$214M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$43.7M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$219M as of Apr 23, 2026
Apr 22, 2025$113M then
HNW client RAUM$173M as of Apr 23, 2026
Apr 22, 2025$84.2M then
State-registered IARs (5.B.3)5 as of Apr 23, 2026
Apr 22, 20254 then
Employees (5.A)5 as of Apr 23, 2026
Apr 22, 20254 then
Private funds: no history
RAUM +94% over the last fiscal yearIARs 4 to 5
Practice profile
derived from the filing of Apr 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $43.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $269,698derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +94%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +57%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$173M79%
- Individuals$41.0M19%
- Pension and profit-sharing plans$4.8M2.2%
- Charitable organizations$130,2970.1%
- Corporations and businesses$1010.0%
- Individual clients
- 157reported
- HNW clients
- 67reported
- Pension plan clients
- 7reported
- Charitable clients
- n/areported
- Accounts
- 811reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brian Joseph AdamekCertified Financial Planner | Minnetonka, Mn | Oct 6, 2023 | 17 y | 4 |
| Connor Glenn LantzCertified Financial Planner | Minnetonka, Mn | Oct 6, 2023 | 12 y | 1 |
| Dyanne Michelle Ross-HansonCertified Financial Planner, Chartered Financial Consultant | Minnetonka, Mn | Jan 6, 2025 | 44 y | 3 |
| Luke Andrew Aarestad | Minnetonka, Mn | Apr 15, 2025 | 11 y | 0 |
| Jon Henry JandroCertified Financial Planner | Minnetonka, Mn | Mar 25, 2026 | 11 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jon Henry Jandro from Valley Ridge WealthMar 25, 2026 · Other
- Dyanne Michelle Ross-Hanson from Kestra Advisory Services, LLCJan 6, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian Joseph Adamek from Cetera Investment Advisers LLCOct 6, 2023 · Affiliated broker-dealer or bank to independent RIA
- Connor Glenn Lantz from Advisornet Wealth PartnersOct 6, 2023 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Minnetonka, Mn · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- client count surgeChange between filings · filing Apr 23, 2026individual and HNW clients (Item 5.D) moved from 143.0 to 224.0 (+57.0%) between the annual amendments of 2025-04-22 and 2026-04-23; the peer median change was +3.0% (3310 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 97% percentile
- RAUM up 50 %Change between filings · filing Apr 23, 2026RAUM (Item 5.F) moved from $112,857,307 to $218,724,724 (+94.0%) between the annual amendments of 2025-04-22 and 2026-04-23; the peer median change was +15.0% (4551 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 549 to 811Apr 22, 2025 to Mar 24, 2026
- Advisory employees · 4 to 5Apr 22, 2025 to Mar 24, 2026
- Advisory activities · 2 to 3Apr 22, 2025 to Mar 24, 2026
- HNW clients · 44 to 67Apr 22, 2025 to Mar 24, 2026
- Individual clients · 99 to 157Apr 22, 2025 to Mar 24, 2026
- Pension plan clients · unset to 7.0Apr 22, 2025 to Mar 24, 2026
- Employees · 4 to 5Apr 22, 2025 to Mar 24, 2026
- Insurance-licensed employees · 1 to 0Apr 22, 2025 to Mar 24, 2026
- Financial planning clients · 51-100 to 101-250Apr 22, 2025 to Mar 24, 2026
- State-registered IARs · 4 to 5Apr 22, 2025 to Mar 24, 2026
- Discretionary RAUM · $113M to $219MApr 22, 2025 to Mar 24, 2026
- HNW RAUM · $84.2M to $173MApr 22, 2025 to Mar 24, 2026
- Individual RAUM · $27.8M to $41.0MApr 22, 2025 to Mar 24, 2026
- Pension RAUM · $719,759 to $4.8MApr 22, 2025 to Mar 24, 2026
- RAUM · $113M to $219MApr 22, 2025 to Mar 24, 2026
Signals
1 dated events
- E-Wealth Partners reported RAUM $218.7M, up 94% from $112.9M (2025-04-22 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 952-600-5513reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 952-800-2121reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/e-wealth-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- e-wealthpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 952.800.2121reportedpublic record, Form ADV, Apr 23, 2026
- Contact form
- e-wealthpartners.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $43.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026