# STEWARD FINANCIAL SERVICES, LLC

STEWARD FINANCIAL SERVICES, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 153609
- Type: SEC-registered investment adviser
- Location: 5675 SOUTH REDWOOD ROAD, SALT LAKE CITY, UT, 84123
- Phone: 801-716-2596
- Latest filing: 2026-03-13
- Regulatory AUM: $61.6M
- Discretionary AUM: $61.6M
- Clients: 1
- Accounts: 829

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153609/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153609/similar
- Related entities: https://search.stillhousedata.com/firm/153609/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153609

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.