CRD: 277099
Stewardship Advisors, LLC
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- Custodian
- SEI ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-2015
- Office Locations
- 1
Office Locations
About Stewardship Advisors, LLC
Stewardship Advisors is a fee-only advisory firm in Mount Joy, PA serving individuals and families across Lancaster County. The team provides financial life planning and wealth management, including retirement planning, estate/legacy planning, and charitable giving strategies. Portfolios emphasize investment strategy and risk management, primarily using public funds and ETFs, and the firm works with custodians such as Charles Schwab and SEI.
Team overview
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CRM
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Investment Themes
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Owner & Executives
WILBUR LEE SHERTZER
Associate, Managing Member, PARTNER
- CRD
- #1545552
- Ownership
- 25% but less than 50%
MARK ALLEN BRINSER
Chief Compliance Officer, Owner
- CRD
- #5452201
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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LEANNE L FEE
--
- CRD
- #4664019
Jay Kevin Kready
Financial Planner
- CRD
- #4530678
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $538,071,393 | $249,107 |
| Non-Discretionary | $7,109,067 | $81,713 |
| Total | $545,180,460 | $242,626 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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