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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- DeltaCatalyst
- Established Date
- 10-06-2023
- Office Locations
- 1
Office Locations
About E-Wealth Partners
E-Wealth Partners provides holistic wealth management for business owners, entrepreneurs, and executives at privately held firms, combining goals-based planning, tax planning, insurance and estate coordination with investment management. Portfolios follow an academic, evidence-based approach with diversified, tax-efficient, low-cost allocations often implemented with ETFs and funds. Known for business valuation and exit planning and for quarterbacking CPA/attorney/M&A relationships.
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Insights
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Custodian
Investment Themes
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Owner & Executives
BRIAN JOSEPH ADAMEK
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #5667452
- Ownership
- 50% but less than 75%
JON HENRY JANDRO
Owner
- CRD
- #6258996
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Luke Andrew Aarestad
Financial Planner
- CRD
- #8077301
Connor Glenn Lantz
Associate
- CRD
- #6349845
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Insight harbor signal
- CRD
- #12524
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,724,724 | $269,698 |
| Non-Discretionary | $0 | -- |
| Total | $218,724,724 | $269,698 |
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Separately Managed Accounts
Total SMA Asset: $218,724,724
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $293,331,827 | 4.3% |
| Equity - Exchange | $1,016,428,889 | 14.9% |
| Private Funds | $1,255,187,353 | 18.4% |
| Equity - OTC | $1,262,009,023 | 18.5% |
| Cash | $1,412,085,772 | 20.7% |
| Municipal Bonds | $1,132,397,286 | 16.6% |
| U.S. Government/Agency | $450,230,245 | 6.6% |
| Total | $6,821,670,395 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON ELEMENT EAGLE | DELTA INSIGHT | G1M9SLUM3 | UYC | 8.57% | $118,664,362 |
| PATHWAY SUMMIT | RADIAL RADIAL | SCC6J4XT1 | PKJU | 3.29% | $42,590,320 |
| EMBER OPTIMA ELEMENT | FUSION ALPHA | KSBLYHH6O | ECW | 4.04% | $20,087,204 |
| SIGNAL CATALYST ATLAS | SUMMIT GLACIER | I3JUK0Z33 | ETR | 4.33% | $54,500,101 |
| BEACON ATLAS HARBOR | ELEMENT CREST | APIK8BC8E | CQEDF | 6.11% | $57,108,548 |
| TIMBER RIDGE | PEAK UNISON | B7Y98I2JU | AGH | 1.10% | $2,824,188 |
| VITAL EAGLE | DELTA MERIDIAN | TQD60UIT0 | ZMHW | 3.42% | $40,748,929 |
| DELTA FUSION | TIMBER FUSION | VBJWTJ87W | TRT | 12.39% | $58,774,518 |