# Stephens Wealth Management Group

Stephens Wealth Management Group is a Bank / Wealth / Trust based in Flint, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Flint, United States
- **Region:** North America
- **Address:** 5206 Gateway Centre Boulevard, Suite 300, Flint, MI, 48507, USA
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** stephenswmg.com
- **LinkedIn:** https://www.linkedin.com/company/6400814

## Regulatory record

- **CRD number:** 136369
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136369

## About

Stephens Wealth Management Group is a wealth management firm that provides financial services to clients in Michigan, Florida, and across the United States. The firm has a team of experienced professionals, including Sherri Stephens, who is the President and CEO. The firm offers services such as wealth advisory and financial planning.

## People

- Sherri Stephens — Partner, Managing Director
- Kim Waldman — Managing Director
- Tori Boswell — Partner, Senior Wealth Advisor

## Questions

### What is the relationship between Stephens Wealth Management Group and Beacon Pointe Advisors?

Stephens Wealth Management Group is a local advisory team operating under Beacon Pointe Advisors, a national registered investment advisory firm. The Flint office uses Beacon Pointe's institutional platform for compliance, technology, and investment resources while maintaining a local brand and client relationships. This structure is similar to how many independent advisory practices affiliate with larger RIAs to access infrastructure without building it themselves.

### Who runs the Flint office?

Sherri Stephens serves as Partner and Managing Director, leading the team alongside fellow Partner and Senior Wealth Advisor Tori Boswell. Kim Waldman is also a Managing Director. The office lists 13 professionals spanning wealth advisory, client service, and operations roles.

### Does the firm have assets under management that can be verified?

Stephens Wealth Management Group does not publicly disclose its own AUM. Beacon Pointe Advisors, the parent RIA, managed approximately $30 billion nationwide as of late 2024 (Altss estimate). The Flint office's share of that total remains undisclosed.

## Related profiles

- [Stephenson National Bank and Trust](https://altss.com/profile/stephenson-national-bank-and-trust)
- [Stephen & Tabitha King Foundation](https://altss.com/profile/stephen-tabitha-king-foundation)

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Last updated: 2026-07-10T11:24:06.000Z

Canonical page: https://altss.com/profile/stephens-wealth-management-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology