STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

101 Main Street
#220
Huntington Beach, California 92648
Tel: 714-455-2955

About STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS, formally registered with the SEC as STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS. The firm was established in 02/02/2023. They have over 1 offices throughout the country.

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS is a Huntington Beach, California based Financial Planning firm with nearly $110,429,973 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322851
SEC#	801-127270
Assets Managed by Firm	$110,429,973
No. of Clients	519
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	519	$110,429,973
Individuals (other than high net worth individuals)	157	$45,367,245
High net worth individuals	36	$64,360,658
Charitable organizations	1	$702,070

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