S
$99.4M Total AUM
$99.4M Disc. AUM
-- 3Y CAGR
2 Employees
613 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2013
- Office Locations
- 2
Office Locations
2190 Commons Parkway Okemos MI
915 N. Michigan AVE Howell MI
About Stewards Wealth Planning, LLC
Stewards Wealth Planning, LLC is a Okemos-based RIA with 2 offices. The firm has been operating for 13 years. Managing $99.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
36 AVG AGE
$49.7M AVG AUM / ADVISOR
$162.1K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
Michael Blair Douglas
Chief Compliance Officer, Investment Advisor
- CRD
- #6592044
- Ownership
- 75% or more
Available
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Brian Michael Pugh
Financial Advisor
- CRD
- #7689743
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,380,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,380,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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