M Stevens Wealth Advisors, LLC
M Stevens Wealth Advisors, LLC (CRD# 291482) is a financial advisory firm headquartered in Irvine, CA. They manage $35,992,721 in 222 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management36MILLION
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Total Number of Accounts222ACCOUNTS
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Average Account Value$162,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, ND, NV, OR, TX, WA
Michael Barrows (CRD# 2933260) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 26 years of experience in the finance industry.
Sterling Gary (CRD# 1331275) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 19 years of experience in the finance industry.
Eric Ludovico (CRD# 2932082) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 26 years of experience in the finance industry.
Mark Stewart (CRD# 2074085) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 33 years of experience in the finance industry.