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Faithful Steward Wealth Management, Inc.

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

Portfolio management Selection of other advisers Real estate land contact services

Fee options

Other

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

Main office location

Faithful Steward Wealth Management, Inc.

New Lothrup MI, United States

Number of offices

1

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