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STEWARDWELL LLC

FRANKLIN, TN · CRD 342950 · IAPD ↗ · stewardwellwp.com · (615) 538-6110

$0Regulatory AUM
8Advisory reps
19Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
August 2026 — STEWARDWELL LLC (FRANKLIN, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 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.