RIA Intel›Advisers›Michigan›STEWARDS WEALTH PLANNING, LLC

STEWARDS WEALTH PLANNING, LLC

Advisory

OKEMOS, MI

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in MI
#402
of 521 advisers by AUM
Average account
$130K
across 764 accounts
AUM per adviser
$50M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$99M
Discretionary %
100%
Clients
613
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$99M
Discretionary AUM$99M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients613
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

TACTICAL PORTFOLIO ADVISORS, LLC
PENTWATER, MI
$99M
CASCADE ASSET MANAGERS, LLC
GRAND RAPIDS, MI
$97M
0.0% 1Y
FRONT STREET WEALTH MANAGEMENT, LLC
TRAVERSE CITY, MI
$97M
-5.4% 1Y
AMERICAN RETIREMENT ADVISORS, INC.
METAMORA, MI
$102M
GLOBAL WEALTH ADVISORS LLC
TROY, MI
$102M
-2.1% 1Y
XLM CAPITAL MANAGEMENT, LLC
DEXTER, MI
$97M
-1.4% 1Y

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