|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Good Steward Wealth Advisers LLC
✚
|
|
|---|---|
| CRD # | 333092 |
| SEC # | 801-131209 |
| CIK # | |
| AUM | $140.5 M (2025-03-28) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 931-905-0050 |
| Address | 2681 Townsend Ct Clarksville, TN 37043 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 759 | 115.4 |
| (b) Individuals (high net worth individuals) | 14 | 25.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 774 | 140.5 |
| By Discretionary | ||
| Discretionary | 728 | 120.3 |
| Non-Discretionary | 46 | 20.2 |
| Total | 774 | 140.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.5 | |
| Total | 774 | 140.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Babb Wealth Advisors LLC
✚
|
AZ | 0.1 |
|
Parable LLC
✚
|
FL | 0.1 |
|
Capital Financial LLC
✚
|
MD | 0.1 |
|
Luminist Capital LLC
✚
|
0.1 | |
|
Nardis Advisors LLC
✚
|
NY | 0.1 |
|
Williams Wealth Management Group Inc
✚
|
FL | 0.1 |
|
Integrated Wealth Strategies LLC
✚
|
TX | 0.1 |
|
Pruneyard Financial Group Inc
✚
|
CA | 0.1 |
|
First American Asset Advisory LLC
✚
|
NY | 0.1 |
|
Dynamic Wealth Advisors
✚
|
AZ | 0.1 |