RIA Intel›Advisers›Arizona›STEWARDSHIP FOR LIFE, INC.

STEWARDSHIP FOR LIFE, INC.

Advisory

PHOENIX, AZ

Data as of May 1, 2026 · Source: SEC Form ADV

Rank in AZ

#281

of 387 advisers by AUM

Average account

$252K

across 370 accounts

AUM per adviser

$93M

1 adviser

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$93M

Discretionary %

100%

Clients

117

Employees

1

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$93M

Discretionary AUM$93M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients117

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

117 clients

34 high-net-worth

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

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Advisers of similar size in AZ

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

IRONWOOD WEALTH ADVISORS, LLC

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$93M

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3ROOTS WEALTH PARTNERS LLC

SCOTTSDALE, AZ

$93M

PREMIER SOUTHWEST PLANNING GROUP, LLC

$92M

BIG CEDAR INVESTMENT ADVISORS, LLC

SCOTTSDALE, AZ

$92M

NEWMAN'S FINANCIAL PLANNING, LLC

$94M

TRIBECA ADVISORS, LLC

MESA, AZ

$95M

-13.2% 1Y

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