CRD: 202512
Stewardship Wealth Advisors
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2015
- Office Locations
- 1
Office Locations
About Stewardship Wealth Advisors
Stewardship Wealth Advisors is a Phoenix-based comprehensive wealth manager providing goals- and values-driven financial planning and ongoing portfolio management. The team supports individuals and business owners/entrepreneurs with retirement, tax and estate/legacy planning, insurance, and risk management. Portfolios emphasize asset allocation using ETFs and mutual funds, and the firm works on platforms including AssetMark and Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DAVID MCBRIDE
Financial Advisor, Founder
- CRD
- #4542839
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,067,677 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,067,677 | -- |
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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 |
| Total | Available | Available |
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