Multi-Family OfficeRIA · CRD 144338

Updated:

Stewardship Wealth Management

STEWARDSHIP WEALTH MANAGEMENT is a state-registered investment adviser in OVERLAND PARK, KS. The firm manages $10 million in assets under regulation, $8...

Stewardship Wealth Management

STEWARDSHIP WEALTH MANAGEMENT is a state-registered investment adviser in OVERLAND PARK, KS. The firm manages $10 million in assets under regulation, $8 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at Stewardship Wealth Management?

No named principals or investment committee members are publicly disclosed for Stewardship Wealth Management. The firm's website and LinkedIn are not available in public sources, and no regulatory filings indicate specific leadership. Any investment decision-making process remains unverifiable from external records.

What investment stages or asset classes does Stewardship Wealth Management target?

No public information specifies the asset-class mix or stage preferences of Stewardship Wealth Management. The firm does not publish a strategy statement or list portfolio companies. Its approach to direct deals, fund commitments, or advisory services is unknown from available sources.

Does Stewardship Wealth Management participate in co-investments with external GPs?

There is no public evidence that Stewardship Wealth Management engages in co-investments alongside external general partners. No deal activity, fund commitments, or partnership announcements are recorded in accessible sources. The firm's investment approach in this regard is unobservable.

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