HUNTINGTON BEACH, CACRD 322851Latest ADV March 17, 2026
Stewardship Wealth Management Solutions is an SEC registered investment adviser organized as a corporation with a primary office location in Huntington Beach, CA. Its latest Form ADV filing, dated March 17, 2026, reports $153M in regulatory assets under management, 3 employees, and 596 accounts.
Assets Under Management
$153M
Employees
3
Offices
--
Total Clients
209
Primary office
HUNTINGTON BEACH, CA
101 MAIN STREET, #230, HUNTINGTON BEACH, CA, United States
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
159
2
HNWI
21.5%
45
3
Pension Plans
1.0%
2
4
Corporations
1.0%
2
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of March 17, 2026
Discretionary99.1%
$152M
99% of total RAUM99.1%
Non-discretionary0.9%
$1M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$153M
Total Accounts596
10Y AUM Change+$153M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee70:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.