CRD: 322851
Stewardship Wealth Management Solutions
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-02-2023
- Office Locations
- 1
Office Locations
About Stewardship Wealth Management Solutions
Stewardship Wealth Management Solutions is a Huntington Beach, CA RIA led by founder Boulos Michael, stewarding clients since 2001. The firm provides investment management and financial planning for individuals, families, business owners and trusts, with support across tax, estate, insurance and succession/legacy planning. Portfolios commonly use public funds, ETFs and fixed income, with capability across alternatives, and custody is primarily at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BOULOS GOUDA MICHAEL
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #4438646
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christy Olivia Moore
Client Service Coordinator/Concierge
- CRD
- #7515392
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,663,216 | $255,756 |
| Non-Discretionary | $1,396,110 | $465,370 |
| Total | $153,059,326 | $256,811 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | 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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