Stewardship Wealth Management Solutions
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
FINTRXOverview
Stewardship Wealth Management Solutions is an independent, privately owned registered investment adviser organized as a corporation. The firm became SEC-registered in 2023 and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services, as disclosed on filings, include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Fee arrangements are flexible across percentage-of-AUM, hourly and fixed-fee models. Stewardship does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds3%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Christy Schlegel
Client Service CoordinatorCRD 7515392
Contacts
1 of 1
Boulos Michael
Managing Partner, Wealth AdvisorCRD 4438646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$181M in ETFs
90%
$163M
8%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CONVERTIBLE BOND ETF (ICVT) | BlackRock | Passive | Convertibles | $20M | 177,385 | 11.07% |
Location
Huntington Beach, CA
Orange
Location
Huntington Beach, CA
Headquartered in Huntington Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 101 Main St
- Time zone
- PT (UTC-8)
- Office locations
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