RIA Intel›Advisers›Michigan›FAITHFUL STEWARD WEALTH MANAGEMENT, INC.

FAITHFUL STEWARD WEALTH MANAGEMENT, INC.

Advisory

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$75K

across 128 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$8M

Non-Discretionary AUM$1M

Discretionary %86.5%

Total Clients71

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

71 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

MORTER INVESTMENT MANAGEMENT LLC

$9M

SILVER STRAND FINANCIAL PLANNING LLC

$9M

SULLIVAN FINANCIAL, LLC

OKEMOS, MI

$10M

CLARITY WEALTH MANAGEMENT LLC

$10M

RICH MICHAELS INVESTMENTS, LLC

$9M

MAXWELL ADVISORY SERVICES INC

TROY, MI

$9M

-30.6% 1Y

Get the full picture on FAITHFUL STEWARD WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FAITHFUL STEWARD WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans