Overview
Assets Under Management: $141 million
Headquarters: CLARKSVILLE, TN
High-Net-Worth Clients: 14
Average Client Assets: $2 million
Frequently Asked Questions
GOOD STEWARD WEALTH ADVISERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333092), GOOD STEWARD WEALTH ADVISERS LLC is subject to fiduciary duty under federal law.
GOOD STEWARD WEALTH ADVISERS LLC is headquartered in CLARKSVILLE, TN.
GOOD STEWARD WEALTH ADVISERS LLC serves 14 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, GOOD STEWARD WEALTH ADVISERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GOOD STEWARD WEALTH ADVISERS LLC manages $141 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, GOOD STEWARD WEALTH ADVISERS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 774
Discretionary Accounts: 728
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 333092
Filing ID: 1972420
Last Filing Date: 2025-03-28 20:47:00
Website: https://dinsmorecomplianceservices.com