SourcingSourcing

BLUESTEM WEALTH PARTNERS, LLC

C34
CRD 324489·SEC 801-127198·MINNETONKA, MN
AUM
$1.12B
$1B+
Est. Revenue
$11.2M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$26.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUESTEM WEALTH PARTNERS, LLC
CRD
324489
SEC file #
801-127198
EIN
922007180
DBA names
—

Economics

AUM
$1.12B
AUM band
$1B+
AUM trajectory
'25'26
$968.0M → $1.12B▲ +16%
Client mix
Individuals Other1,334
Individuals High Net Worth345
Pension Profit Sharing Plans8

Operations

Employees (total)
34
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'25'26
33 advisors → 18 advisors▼ -45%
Primary office
MINNETONKA MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
facebook.com/bluestemwealthpartners.com(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAWRENCE, JILL, B
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LAWRENCE, JILL, B
MARQUARDT, SCOTT, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001977465
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-05
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001765380-26-000181

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
13100 WAYZATA BLVD., SUITE 140MINNETONKA, MN 55305
Business
13100 WAYZATA BLVD., SUITE 140MINNETONKA, MN 55305
Edgar EIN
922007180
Edgar Recent Filings
13F-HR2026-05-07 · 0001765380-26-000181
13F-HR2026-02-06 · 0001765380-26-000066
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2341207
Trust Company Affiliate
No

People (19)

19
LAWRENCE, JILL, B
IAR · Direct Owner · 62.5%
2341207
MARQUARDT, SCOTT, THOMAS
IAR · Direct Owner · 37.5%
4836766
Kohman, Mary Jo
IAR · Executive Officer · 2.5%
1723275
ANDREW S WARNING
Executive Officer · 2.5%
3211861
ROSS BRADLEY BROUWER
IAR
4703587
JASON WARREN DREGER
IAR
3038968
Nancy A Sandin
IAR
4737353
CRESCENT AMANDA HOFFMAN
IAR
5320670
JOHN M MAX
IAR
5027247
JOEL BENJAMIN MCCANN
IAR
5866775
MELISSA CATES GRANLUND
IAR
5885437
Heather R Fears
IAR
4748845
MINDY ELIZABETH REID
IAR
2941498
KEVIN CARTER MAX
IAR
1436077
STEPHANIE R SUTTON
IAR
6510064
Luke Gregory DeBenedetto
IAR
6874549
Matthew Robert Smith
IAR
7508522
Aaron Anthony Seiffert
IAR
7477760
Rachael vanGorkom
IAR
6144302