STEWARDSHIP WEALTH ADVISORS

RIASEC Registered

Total AUM

$93.1M

Discretionary

$93.1M

100% of AUM

Avg account

$252K

Accounts

370

Employees

Advisory reps

Firm details

Headquarters: PHOENIX, Arizona
CRD number: 202512
Website: stewardshipwealthadvisors.com
Custodians: ASSETMARK TRUST CO., JOHN HANCOCK DISTRIBUTORS LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.53%
Individuals32.47%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stewardship Wealth Advisors is an independent, privately owned registered investment adviser serving individuals and families. The firm bills clients on a mix of percentage-of-assets and fixed fees and positions its practice around financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Stewardship does not market itself as an active ESG investor and operates without multistate adviser status reflected in this dataset.