E-Wealth Partners provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
E-Wealth Partners reports 231 clients. They include 157 individual clients, 67 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($219M across 811 accounts) are managed with discretion. It advised 233 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 19% |
| High-net-worth individuals | 29% | 79% |
| Pension and profit-sharing plans | 3% | 2% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 157 | $41M | 18.7% | $261K |
| High-net-worth individuals | 67 | $173M | 79.0% | $2.58M |
| Pension and profit-sharing plans | 7 | $4.77M | 2.2% | $681K |
| Charitable organizations | Fewer than 5 | $130K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $101 | 0.0% | — |
| Total | 231 | $219M | 100% | — |
- Clients
- 157
- Regulatory AUM
- $41M
- AUM share
- 18.7%
- Avg. per client
- $261K
- Clients
- 67
- Regulatory AUM
- $173M
- AUM share
- 79.0%
- Avg. per client
- $2.58M
- Clients
- 7
- Regulatory AUM
- $4.77M
- AUM share
- 2.2%
- Avg. per client
- $681K
- Clients
- Fewer than 5
- Regulatory AUM
- $130K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $101
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 231
- Regulatory AUM
- $219M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 233
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
E-Wealth Partners charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Hourly financial planning is billed at $200 to $800 per hour depending on complexity, due at completion, and may be negotiable.
- Ongoing Financial Planning
- Monthly fees for ongoing financial planning range from $0 to $5,000, paid in advance, depending on assets under advisement; planning clients have a $5,000 yearly minimum.
Brian Adamek owns 50% to 75% of E-Wealth Partners. It has 5 employees.
Leadership
Brian AdamekOwner, CCO
Jon JandroOwner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 50% to 75% of E-Wealth Partners, LLC
Brian Adamek
Control person · since May 2023
- Owns 25% to 50% of E-Wealth Partners, LLC
Jon Jandro
Control person · since January 2025
E-Wealth Partners’ regulatory assets grew 1.9× from $113M (April 2025) to $219M (April 2026); clients rose from 143 to 231 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $219M | 231 | 5 | 1 |
| April 2025 | $113M | 143 | 4 | 1 |
Besides its headquarters, E-Wealth Partners has 0 offices, with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 12301 Whitewater DR., Suite 40, MinnetonkaHQ
Contact and registration details
- Legal name
- E-Wealth Partners, LLC
- Headquarters
- 12301 Whitewater DR., Suite 40, Minnetonka, MN 55343
- Website
- e-wealthpartners.com
- Phone
- 952-800-2121
- @e-wealth-partners
- SEC file
- 801-132328
- Structure
- Minnesota LLC
- Fiscal year end
- December
E-Wealth Partners uses Charles Schwab ($190M) as custodian for its separately managed accounts. E-Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $190M100%
At year end, E-Wealth Partners’ separately managed accounts were mostly in funds (77%) and stocks (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $138M across 59 positions; the largest are iShares TR (24.5%), Dimensional ETF Trust (6.9%) and Apple Inc. (6.6%).
What the accounts hold
- Stocks20%
- Exchange-traded equities18%
- Non-exchange-traded equities2%
- Funds77%
- Registered funds74%
- Pooled vehicles3%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
Reported 13F holdings
- $138M
- Reported 13F value
- 59
- Positions
- 71.6%
- In the 10 largest
- +11.7%
- Value vs. prior quarter
- iShares TR · Core S&P Ttl Stk24.5%
- Dimensional ETF Trust · Global CR ETF6.9%
- Apple Inc.6.6%
- Vanguard Index Fds · SM CP Val ETF6.0%
- Dimensional ETF Trust · US High Prof ETF5.8%
- Dimensional ETF Trust · Emerging Mkts CO5.8%
- Vanguard Scottsdale Fds · Total Wld BD ETF5.6%
- American Centy ETF TR · Intl EQT ETF5.4%
- American Centy ETF TR · Intl Smcp Vlu2.6%
- Dimensional ETF Trust · US Cor Equ 2 ETF2.4%
Together, the ten largest are 71.6% of reported value.
How many clients does E-Wealth Partners have?
E-Wealth Partners has 231 clients and manages $219 million for them, as of April 2026. They include 157 individual clients, 67 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026
What services does E-Wealth Partners offer?
E-Wealth Partners provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does E-Wealth Partners charge?
E-Wealth Partners charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 23 April 2026
Which custodians does E-Wealth Partners use?
E-Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $190M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026
How many financial advisors does E-Wealth Partners have?
E-Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does E-Wealth Partners invest in?
At the end of its last fiscal year, E-Wealth Partners’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 3% pooled vehicles (private funds and similar), 2% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns E-Wealth Partners?
E-Wealth Partners’ direct owners are Brian Adamek (50% to 75%) and Jon Jandro (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 April 2026
How does E-Wealth Partners get paid?
E-Wealth Partners is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact E-Wealth Partners?
E-Wealth Partners’ main office is at 12301 Whitewater DR., Suite 40, Minnetonka, MN 55343. Its phone number is 952-800-2121. Its website is e-wealthpartners.com.