$16.9M Total AUM
$16.9M Disc. AUM
-- 3Y CAGR
3 Employees
73 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 11-21-2013
- Office Locations
- 1
Office Locations
24 B East Roseville Road Lancaster PA
About Life Stewardship Advisors
Life Stewardship Advisors is a Lancaster, PA comprehensive planning firm serving young professionals, families, and retirees across Lancaster County. The team delivers personalized financial planning, investment and wealth management, and estate/legacy planning, anchored in a stewardship-based Life Stewardship Planning Process that clarifies client priorities and stays on course through ongoing monitoring. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$231.5K AVG AUM / CLIENT
1.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Oak
Client Personas
Atlas insight Element insight
Custodian
Alpha atlas
Investment Themes
Ember crest Vector Insight atlas
Investment Vehicles
Catalyst
Services
Capital Eagle atlas Zenith Frontier delta Pioneer beacon Focus Beacon Zenith Prime
Technology
Atlas catalyst
Owner & Executives
M
MICHAEL DAVID NOVAK
Executive Director
- CRD
- #1963065
- Ownership
- 75% or more
(758) 962-6164
glacier.zenith@crestcapital.com
in linkedin.com/in/zenith-optima
Showing 1 of 1 owners & executives
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W
Wyatt Benjamin Ledman
--
- CRD
- #8069821
(617) 208-9305
quantum.atlas@optimacapital.com
in linkedin.com/in/catalyst-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,900,000
Equity - Exchange:
34.0% Cash:
42.8% Other:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $596,404,453 | 34.0% |
| Cash | $750,767,958 | 42.8% |
| Other | $406,958,332 | 23.2% |
| Total | $1,754,130,743 | 100.0% |