Stewardship Wealth Management Solutions

Stewardship Wealth Management Solutions (CRD# 322851) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $110,429,973 in 519 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

101 Main Street, #220, Huntington Beach, CA 92648

https://www.stewardshipwms.com

By the Numbers

Total Assets Under Management

110

MILLION
Total Number of Accounts

519

ACCOUNTS
Average Account Value

$212,775

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Stewardship Wealth Management Solutions

Showing 1 - 1 of 1 top financial advisors.

Boulos G. Michael

CRD#: 4438646

101 Main Street, #220, Huntington Beach, CA 92648

Boulos Michael (CRD# 4438646) is an Investment Advisor Representative working at Stewardship Wealth Management Solutions in Huntington Beach, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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