Steadtrust
Steadtrust is an SEC-registered mass-market adviser with $618.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Steadtrust: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334416, SEC 801-131951, data through 2026-03-14.
- AUM (assets under management / regulatory AUM)
- $618.1M (2026-03-14)
- Firm type
- Mass-Market Adviser
- Employees
- 9
- Clients
- 654
- CRD
- 334416
- Ownership
- Kowalczyk, Thomas, David; TDK WEALTH HOLDINGS; STEADTRUST HOLDINGS LLC
How much AUM does Steadtrust have?
Steadtrust reported $618.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-14).
Who owns Steadtrust?
Disclosed owners and executives of Steadtrust include Kowalczyk, Thomas, David, TDK WEALTH HOLDINGS, STEADTRUST HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.