CRD: 144338
Stewardship Wealth Management
$10.3M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
18 yrs Firm Age
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2007
- Office Locations
- 1
Office Locations
7500 College Blvd. Suite 500 Overland Park KS
About Stewardship Wealth Management
Stewardship Wealth Management is a retail RIA in Overland Park, Kansas providing financial planning alongside portfolio construction and asset allocation, including insurance and charitable-giving guidance. The practice serves individuals such as entrepreneurs and implements models using ETFs as a core vehicle (alongside other holdings). Primary custody includes Charles Schwab.
Team overview
56 AVG AGE
$10.3M AVG AUM / ADVISOR
$858.3K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRENDON HAROLD JENKS
Chief Compliance Officer, Owner, President
- CRD
- #5485724
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,425,000 | -- |
| Non-Discretionary | $1,875,000 | -- |
| Total | $10,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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