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STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

HUNTINGTON BEACH, CA · CRD 322851 · IAPD ↗ · stewardshipwms.com · 714-455-2955

$153.1MRegulatory AUM
2Advisory reps
3Employees
5Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2024 — STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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