← Back to searchVisit website
STEWARDS ADVISORY SERVICES
LIFESPRING WEALTH MANAGEMENT, LLC
CRD 295694 · SEC 801-129671
IA, United States
Phone
319-229-7439
Fax
319-349-4772
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.0M
Discretionary AUM
$128.0M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $10.7M |
| High net worth individuals | 28 | $51.3M |
| Charitable organizations | 10 | $64.9M |
States served
IA, NJ, PA, TX
All web addresses on file
- https://www.facebook.com/StewardsAdvisoryServices/
- https://www.instagram.com/stewardsadvisoryservices/
- https://www.stewardsadvisory.com
- https://creators.spotify.com/pod/profile/stewardsadvisoryservices/
- https://wealth.emaplan.com/ema/SignIn?ema%2ftdameritrade%2fstewardsadvisoryservices
- https://www.youtube.com/channel/UC0TJzvOHsgiMv3B4od8IOkg
- https://www.linkedin.com/company/stewards-advisory-services/about/
Official SEC filing: View on IAPD