Stewardship Wealth Management Solutions

RIASEC RegisteredEst. 2023

Total AUM

$153M

Discretionary

$152M

99% of AUM

Avg account

$257K

Accounts

596

Employees

Advisory reps

Firm details

Headquarters: Huntington Beach, California
CRD number: 322851
Registered since: February 2, 2023
Website: www.stewardshipwms.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.15%
Individuals39.8%
Pension & Profit Sharing Plans2.46%
Charitable Organizations0.3%
Corporations / Businesses0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stewardship Wealth Management Solutions is an independent registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm describes itself as a capital allocator and serves both individual/family clients and institutional clients. Its fee arrangements include percent-of-AUM billing alongside hourly and fixed-fee engagements. The firm's advisory services emphasize comprehensive planning and discretionary portfolio management across client types, including management for individuals and small businesses, separate account and institutional mandates, pension consulting and the selection of outside advisers. Stewardship does not report itself as an active ESG investor and is not flagged as a multistate adviser.