← Tributary

STEWARDS ADVISORY SERVICES

· CRD 295694 · IAPD ↗ · wealth.emaplan.com · 319-229-7439

$128.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
May 2025 — STEWARDS ADVISORY SERVICES changed its website from stewardsadvisory.com to wealth.emaplan.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2025 — STEWARDS ADVISORY SERVICES notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — STEWARDS ADVISORY SERVICES reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
April 2024 — STEWARDS ADVISORY SERVICES (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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