Faithful Steward Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,000,000
Total clients
67
1% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
67
Average account size
$164,179
About
Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third‑party investment advisers. The firm also provides real estate land‑contract services — assisting with paperwork, connecting buyers and sellers, and handling contract payments — and manages alternative investments when appropriate.
The firm operates multiple investment platforms, including an actively managed individual‑equity and options platform, a mutual fund/ETF portfolio option, a retirement‑account program, and a Timothy Plan mutual‑fund-only option that follows faith‑based investment screens; it uses fundamental and technical analysis and implements strategies that include long‑ and short‑term trading and option writing. Accounts may be managed on discretionary or non‑discretionary bases and are reviewed at frequencies that vary by platform.
Distinctive for a small independent practice, the principal also conducts insurance sales and tax‑preparation services through an affiliated business, creating a potential conflict of interest the brochure discloses and describes steps to mitigate through client disclosure and fiduciary duties. The firm also makes formal referrals to third‑party advisers and participates in fee‑sharing arrangements with those recommended managers, a compensation practice it discloses to clients.
Client services
Fee options
Account minimum: $30,000 for Full Spectrum Platform with $100,000 in household assets under management; $25,000 for Mutual Focus Platform; $1,000 for Timothy Vantage Platform with at least $20,000 in household assets under management; $25,000 for Retirement Plan Navigator Management Minimum fee: Minimum annual fee of $100 from all accounts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Faithful Steward Wealth Management, Inc.
New Lothrup MI, United States
Number of offices
1
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")