← Back to searchVisit website
ELLIS FINANCIAL PLANNING
GOOD STEWARD WEALTH ADVISERS LLC
CRD 333092 · SEC 801-131209
2681 TOWNSEND CT., CLARKSVILLE, TN, 37043, United States
Phone
931-905-0050
Fax
931-647-8654
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.7M
Discretionary AUM
$157.6M
Team
7 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 288 | $86.2M |
| High net worth individuals | 42 | $94.3M |
| Corporations/business entities | 1 | $229K |
States served
KY, NY, TN, TX
All web addresses on file
Official SEC filing: View on IAPD