STEWARDS WEALTH PLANNING, LLC

STEWARDS WEALTH PLANNING, LLC of OKEMOS, MI is an SEC-registered investment adviser (CRD 166307). Regulatory assets under management: $99.4M.

Registration

• CRD: 166307
• Type: Registered investment adviser
• Location: 2190 COMMONS PARKWAY, OKEMOS, MI, 48864
• Phone: 517 323 7526
• Latest filing: 2026-03-04
• Regulatory AUM: $99.4M
• Discretionary AUM: $99.4M
• Clients: 2
• Accounts: 764

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166307 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search