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STEWARDS WEALTH PLANNING, LLC
CRD 166307
2190 COMMONS PARKWAY, OKEMOS, MI, 48864, United States
Phone
517 323 7526
Fax
517 323 7528
Registration
— (—)
Source
State registered
Total AUM
$99.4M
Discretionary AUM
$99.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 565 | $59.4M |
| High net worth individuals | 48 | $40.0M |
Official SEC filing: View on IAPD