Faithful Steward Wealth Management, Inc.

RIASEC Registered
Total AUM
$9.6M
Discretionary
$8.3M
86% of AUM
Avg account
$75K
Accounts
128
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Exchange Traded Equities 35%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 9%, Private Funds 5%, Non-Investment Grade Corp Bonds 1%40%
  • Public Funds/Mutual Funds40%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds9%
  • Private Funds5%

Contacts

1 of 1
  • Ronald Jaster

    Investment Adviser RepresentativeCRD 2980872

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth