Stewardship Wealth Management Solutions
Stewardship Wealth Management Solutions is an SEC-registered mass-market adviser in Huntington Beach, CA with $153.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Stewardship Wealth Management Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322851, SEC 801-127270, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $153.1M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Huntington Beach, CA
- Employees
- 3
- Clients
- 209
- CRD
- 322851
- Ownership
- MICHAEL, BOULOS, GOUDA
How much AUM does Stewardship Wealth Management Solutions have?
Stewardship Wealth Management Solutions reported $153.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Stewardship Wealth Management Solutions?
Disclosed owners and executives of Stewardship Wealth Management Solutions include MICHAEL, BOULOS, GOUDA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.