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FINANCIAL STEWARD ASSOCIATES, LLC

BOULDER, CO · CRD 110594 · IAPD ↗ · financialstewardassociates.com · 303-444-5440

$0Regulatory AUM
4Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2025 — FINANCIAL STEWARD ASSOCIATES, LLC (BOULDER, CO) left the SEC roster (was $0 RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
April 2025 — FINANCIAL STEWARD ASSOCIATES, LLC changed its website from allseasonsadvisory.com to financialstewardassociates.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
March 2024 — FINANCIAL STEWARD ASSOCIATES, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.