Bluestem Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minnetonka, MN. Its latest Form ADV filing, dated March 25, 2026, reports $1.1B in regulatory assets under management, 34 employees, 2 offices, and 8,328 accounts.
Assets Under Management
$1.1B
Employees
34
Offices
2 offices
Total Clients
1,687
Primary office
MINNETONKA, MN
13100 WAYZATA BLVD., SUITE #140, MINNETONKA, MN, United States
Top client segmentIndividuals represent 79.1% of total clients.
Top client categories% of clientsClients
1
Individuals
79.1%
1,334
2
HNWI
20.5%
345
3
Pension Plans
0.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 25, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts8,328
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee50:1
10Y Employee Change+33 (+3300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.