Stewardship Financial Planning
Stewardship Financial Planning is an SEC-registered ria in Irvington, NY with $65.5M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Stewardship Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128676, SEC 801-128810, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $65.5M (2026-05-08)
- Firm type
- Ria
- Location
- Irvington, NY
- Employees
- 1
- Clients
- 39
- CRD
- 128676
- Ownership
- BELLUARDO, JOHN
How much AUM does Stewardship Financial Planning have?
Stewardship Financial Planning reported $65.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Stewardship Financial Planning?
Disclosed owners and executives of Stewardship Financial Planning include BELLUARDO, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.