BLUESTEM WEALTH PARTNERS, LLC
CRD #324489 SEC #801-127198 MINNETONKA, MN 612-464-0372
SEC Registered
Total AUM
$968M
Discretionary
$968M
Employees
33
Clients
251
Accounts
7,935
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $968M | $968M | $0 | 33 | 0 |
| Mar 2025 | $968M | $968M | $0 | 33 | 0 |
| Oct 2024 | $811M | $811M | $0 | 39 | 0 |
| Oct 2024 | $811M | $811M | $0 | 39 | 0 |
| Mar 2024 | $811M | $811M | $0 | 39 | 0 |
| Mar 2024 | $811M | $811M | $0 | 39 | 0 |
| Aug 2023 | $592.9M | $592.9M | $0 | 39 | 0 |
| Aug 2023 | $592.9M | $592.9M | $0 | 39 | 0 |
| May 2023 | $592.9M | $592.9M | $0 | 39 | 0 |
| Feb 2023 | $0 | $0 | $0 | 38 | 0 |
| Feb 2023 | $0 | $0 | $0 | 38 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$968M
Discretionary$968M
Non-Disc.$0
Employees33
Clients0
DateMar 2025
Total AUM$968M
Discretionary$968M
Non-Disc.$0
Employees33
Clients0
DateOct 2024
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees39
Clients0
DateOct 2024
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees39
Clients0
DateMar 2024
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees39
Clients0
DateMar 2024
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees39
Clients0
DateAug 2023
Total AUM$592.9M
Discretionary$592.9M
Non-Disc.$0
Employees39
Clients0
DateAug 2023
Total AUM$592.9M
Discretionary$592.9M
Non-Disc.$0
Employees39
Clients0
DateMay 2023
Total AUM$592.9M
Discretionary$592.9M
Non-Disc.$0
Employees39
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0