F
Faithful Steward Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,600,000
Clients
71
1% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$135,211
About
Faithful Steward Wealth Management, Inc. serves primarily individual investors and charitable clients, providing portfolio management, recommendations of third‑party advisers, and retirement account management. The firm also offers alternative investments and assists with real estate land contract transactions, including connecting buyers and sellers and collecting payments.
The firm organizes client portfolios across distinct platforms — an actively managed equities-and-options platform, a mutual fund/ETF–focused platform, and a Timothy Plan faith‑based mutual fund platform — and offers both active and passive retirement management options. Investment decisions draw on fundamental and technical analysis and can include long‑ and short‑term trades, option writing, and alternative investment allocations.
Notable distinctions include affiliated tax‑preparation and insurance businesses through which the adviser provides tax and insurance services; the firm discloses these relationships as potential conflicts of interest. It also operates a dedicated faith‑based Timothy Plan platform (and discloses receipt of 12b‑1 fees on those funds that it says it offsets), shares advisory compensation with at least one recommended third‑party adviser, and provides real‑estate land‑contract services — features that are less common among similarly sized independent advisers.
Client services
Portfolio management
Selection of other advisers
Real estate land contact services
Expertise
Active portfolio management
Options & derivatives strategies
ESG / Sustainable investing
Real estate investing
Demographic focus
Religious/faith focused
Fee options
Account minimum: Full Spectrum Platform: $30,000 with $100,000 in household assets under management; Mutual Focus Platform: $25,000 account size; Timothy Vantage Platform: $1,000 with at least $20,000 in household assets under management; Retirement Plan Navigator Management: $25,000 account size Minimum fee: Minimum annual fee of $100 from all accounts
Main office location
Faithful Steward Wealth Management, Inc.
New Lothrup MI, United States
Number of offices
1
Most active in
Faithful Steward Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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