Overview
Assets Under Management: $531 million
Headquarters: COLLEYVILLE, TX
High-Net-Worth Clients: 171
Average Client Assets: $2.6 million
Frequently Asked Questions
STEWARD WEALTH MANAGEMENT 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 #143513), STEWARD WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
STEWARD WEALTH MANAGEMENT is headquartered in COLLEYVILLE, TX.
STEWARD WEALTH MANAGEMENT serves 171 high-net-worth clients according to their SEC filing dated August 03, 2023. View client details ↓
According to their SEC Form ADV, STEWARD WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
STEWARD WEALTH MANAGEMENT manages $531 million in client assets according to their SEC filing dated August 03, 2023.
According to their SEC Form ADV, STEWARD WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.41%
Average Client Assets: $2.6 million
Total Client Accounts: 337
Discretionary Accounts: 337
Regulatory Filings
CRD Number: 143513
Filing ID: 1778538
Last Filing Date: 2023-08-03 13:44:00