E-WEALTH PARTNERS

Legal name: E-WEALTH PARTNERS, LLC

CRD 327053File 801-132328

APPROVED

Retail clients

Filing as of Apr 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$218.7M

Below cohort median (national)

Discretionary AUM

$218.7M

Clients

231

811 accounts

Employees

Bottom 25% of cohort in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 14, 2025
Principal office: 12301 WHITEWATER DR., SUITE 40, MINNETONKA, MN, 55343
Phone: 952.800.2121
Website: https://twitter.com/eWealthPartner

Assets & accounts

ADV Item 5F

Total regulatory AUM: $218.7M
Discretionary AUM: $218.7M
Non-discretionary AUM: $0
Discretionary accounts: 811
Non-discretionary accounts: 0
Total accounts: 811
AUM per client: $947K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$101
Charitable organizations	Fewer than 5	$130K
High net worth individuals	67	$172.8M
Pension and profit sharing plans	7	$4.8M
Individuals (other than high net worth individuals)	157	$41.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — ANNUITY BROKER/DEALER COMPENSATION
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.