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BLUESTEM FINANCIAL ADVISORS, LLC
CRD 158418 · SEC 801-116798
1809 WOODFIELD DRIVE, SUITE A, SAVOY, IL, 61874, United States
Phone
217-352-0000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$358.2M
Discretionary AUM
$358.2M
Team
10 total employees; 8 advisory reps; 13 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION FOR ADVISORY CLIENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $16.6M |
| High net worth individuals | 149 | $341.6M |
States served
AZ, IL, TX
All web addresses on file
Official SEC filing: View on IAPD