Steward Wealth Management

Steward Wealth Management (CRD# 143513) is a financial advisory firm headquartered in Colleyville, TX. They manage $229,784,114 in 654 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    654
    ACCOUNTS
  • Average Account Value
    $351,352
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Steward Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Steven A. Early
CRD#: 4617927
26 Main Streeet, Colleyville, TX 76034
96
Wealthminder
score

Steven Early (CRD# 4617927) is an Investment Advisor Representative working at Steward Wealth Management in Colleyville, TX and has over 15 years of experience in the finance industry. Steven Early has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Vincent E. Hawkins
CRD#: 5098143
26 Main Streeet, Colleyville, TX 76034
93
Wealthminder
score

Vincent Hawkins (CRD# 5098143) is an Investment Advisor Representative working at Steward Wealth Management in Colleyville, TX and has over 12 years of experience in the finance industry.

3
Dustin C. Stiefel
CRD#: 2932117
26 Main Streeet, Colleyville, TX 76034
93
Wealthminder
score

Dustin Stiefel (CRD# 2932117) is an Investment Advisor Representative working at Steward Wealth Management in Colleyville, TX and has over 20 years of experience in the finance industry.

4
Joseph D. McIntosh
CRD#: 6351596
26 Main Streeet, Colleyville, TX 76034
90
Wealthminder
score

Joseph McIntosh (CRD# 6351596) is an Investment Advisor Representative working at Steward Wealth Management in Colleyville, TX and has over 3 years of experience in the finance industry.

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