M STEVENS WEALTH ADVISORS, LLC

Overview

M Stevens Wealth Advisors, LLC operates as an independent registered investment adviser focused on serving individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection-of-other-advisers services. Its billing mixes AUM-based fees with hourly and fixed-fee engagements, and the firm is not identified as an active ESG investor. Investment activity is centered on equity exposure, with a clear preference for exchange-traded equities. At the same time, the firm deploys outside fund managers for alternative strategies and uses mutual funds and corporate debt to round out client portfolios. A notable feature of the practice is that its advisory assets are reported as non-discretionary, indicating clients generally retain final trading authority while the firm provides advice and recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices