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GLOBAL PLANNING STEWARDS LLC

Advisory

BATON ROUGE, LA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in LA
#108
of 142 advisers by AUM
Average account
$256K
across 310 accounts
AUM per adviser
$79M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$79M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$79M
Discretionary AUM$0
Non-Discretionary AUM$79M
Discretionary %0%
Total Clients236
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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