Overview
Assets Under Management: $153 million
Headquarters: HUNTINGTON BEACH, CA
High-Net-Worth Clients: 45
Average Client Assets: $1.9 million
Frequently Asked Questions
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS 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 #322851), STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS is subject to fiduciary duty under federal law.
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS is headquartered in HUNTINGTON BEACH, CA.
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS serves 45 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS manages $153 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS 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: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.15%
Average Client Assets: $1.9 million
Total Client Accounts: 596
Discretionary Accounts: 593
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 322851
Filing ID: 2073692
Last Filing Date: 2026-03-17 13:51:57