BLUESTEM FINANCIAL ADVISORS, LLC
CRD #158418 SEC #801-116798 SAVOY, IL 217-352-0000
SEC Registered
Total AUM
$325.5M
Discretionary
$325.5M
Employees
10
Clients
101
Accounts
957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $325.5M | $325.5M | $0 | 10 | 0 |
| Feb 2025 | $325.5M | $325.5M | $0 | 10 | 0 |
| Feb 2024 | $279.4M | $279.4M | $0 | 9 | 10 |
| Jan 2024 | $239.1M | $239.1M | $0 | 9 | 10 |
| Feb 2023 | $239.1M | $239.1M | $0 | 9 | 10 |
| Aug 2022 | $256.8M | $256.8M | $0 | 9 | 20 |
| Aug 2022 | $256.8M | $256.8M | $0 | 9 | 20 |
| Apr 2022 | $256.8M | $256.8M | $0 | 9 | 20 |
| Feb 2022 | $256.8M | $256.8M | $0 | 9 | 20 |
| Mar 2021 | $221.3M | $215.1M | $6.2M | 8 | 19 |
| May 2020 | $192.8M | $185.3M | $7.5M | 8 | 0 |
| Apr 2020 | $192.8M | $185.3M | $7.5M | 8 | 0 |
| Mar 2020 | $192.8M | $185.3M | $7.5M | 8 | 0 |
| Oct 2019 | $150.1M | $139.1M | $11M | 5 | 0 |
| May 2019 | $150.1M | $139.1M | $11M | 5 | 0 |
DateApr 2025
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$279.4M
Discretionary$279.4M
Non-Disc.$0
Employees9
Clients10
DateJan 2024
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees9
Clients10
DateFeb 2023
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees9
Clients10
DateAug 2022
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees9
Clients20
DateAug 2022
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees9
Clients20
DateApr 2022
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees9
Clients20
DateFeb 2022
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees9
Clients20
DateMar 2021
Total AUM$221.3M
Discretionary$215.1M
Non-Disc.$6.2M
Employees8
Clients19
DateMay 2020
Total AUM$192.8M
Discretionary$185.3M
Non-Disc.$7.5M
Employees8
Clients0
DateApr 2020
Total AUM$192.8M
Discretionary$185.3M
Non-Disc.$7.5M
Employees8
Clients0
DateMar 2020
Total AUM$192.8M
Discretionary$185.3M
Non-Disc.$7.5M
Employees8
Clients0
DateOct 2019
Total AUM$150.1M
Discretionary$139.1M
Non-Disc.$11M
Employees5
Clients0
DateMay 2019
Total AUM$150.1M
Discretionary$139.1M
Non-Disc.$11M
Employees5
Clients0