Faithful Steward Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 158980
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals91.67%
- HNWI8.33%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Faithful Steward Wealth Management, Inc. is a privately held corporate RIA that serves individual and family clients. The firm functions as a capital allocator and provides portfolio management for individuals and small businesses, along with selection-of-other-advisers services. Its fee arrangements include a percentage-of-AUM component, fixed fees, and other fee structures. The adviser reports it is not an active ESG investor, is not a multistate adviser, and is not newly formed. Industry relationships include ties with accounting and insurance firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities35%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds9%
- Private Funds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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