CRD: 324489
Bluestem Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value vertexSummit zenith
- Established Date
- 01-13-2023
- Office Locations
- 4
Office Locations
About Bluestem Wealth Partners, LLC
BlueStem Wealth Partners provides financial life planning/advice and investment management, pairing value-centric guidance with dynamic, ETF- and fund-based portfolios. Recommendations are reviewed by multiple CFP professionals. The firm serves clients nationwide with a multigenerational team and client portal access via Schwab Alliance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JILL B LAWRENCE
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2341207
- Ownership
- 50% but less than 75%
SCOTT THOMAS MARQUARDT
Certified Financial Planner, Chief Financial Officer
- CRD
- #4836766
- Ownership
- 25% but less than 50%
Capital pioneer
Vertex quantum
- CRD
- #69403
- Ownership
- 31.9%
Showing 2 of 4 owners & executives
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ROSS BRADLEY BROUWER
Operations Manager
- CRD
- #4703587
Luke Gregory DeBenedetto
Financial Advisor, General Partner
- CRD
- #6874549
Eagle pioneer
Peak vector
- CRD
- #77059
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,120,000,000 | $134,486 |
| Non-Discretionary | $0 | -- |
| Total | $1,120,000,000 | $134,486 |
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Separately Managed Accounts
Total SMA Asset: $1,120,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,975,097,960 | 34.8% |
| Equity - Exchange | $2,889,606,640 | 33.8% |
| Cash | $1,034,444,980 | 12.1% |
| Municipal Bonds | $1,649,982,490 | 19.3% |
| Total | $8,549,132,070 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH FRONTIER QUANTUM | MATRIX MOMENTUM | V44Z77DPJ | PXT | 9.69% | $106,116,521 |
| UNISON PRIME | FOCUS ELEMENT | 0FIXXOAWU | AIQCI | 2.27% | $11,259,958 |
| ZENITH FUSION | PRIME ELEMENT | N9KHUJFOB | IFBP | 11.58% | $117,634,493 |
| OPTIMA LEGACY BRIDGE | RADIAL ZENITH | I69WQ666O | CLWRG | 10.39% | $98,903,849 |
| VITAL LEGACY | VECTOR FOCUS | I38UFWWAL | ALCEY | 7.05% | $107,955,295 |
| BEACON QUANTUM | ELEMENT OPTIMA | YW6NQSUKY | ICDOB | 5.25% | $16,266,774 |
| CAPITAL DELTA | QUANTUM EAGLE | IOCOBBMCA | DPERY | 12.21% | $50,818,143 |
| HARBOR OAK | FUSION ALPHA | 12IA3T4Z6 | GEDPZ | 12.55% | $117,894,453 |