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SOUND STEWARDSHIP, LLC

CRD 129755 · SEC 801-110568

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9101 W. 110TH ST., SUITE 150, OVERLAND PARK, KS, 66210, United States

Phone

913-317-6000

Fax

913-948-6270

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$284.6M

Discretionary AUM

$232.9M

Team

11 total employees; 8 advisory reps; 10 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; FEES FOR SPEAKING ENGAGEMENTS/SEMINARS

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals61$18.9M
High net worth individuals129$265.7M

States served

IA, KS, LA, NE, MO, TX

All web addresses on file

Official SEC filing: View on IAPD