Stewardship Wealth Management LLC
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 274031
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
Stewardship Wealth Management LLC is a California limited liability company that operates as an institutional-style registered adviser under individual ownership. The firm is state‑registered in California and reports a percentage‑of‑AUM fee model. Available records indicate it does not market itself as an ESG investor, does not serve as a capital allocator, and is not identified as a pension consultant or related adviser. The firm lists an affiliation with a law firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 5318 E 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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