Good Steward Wealth Advisers LLC

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Assets, Funds, Holdings

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Good Steward Wealth Advisers LLC
CRD #333092
SEC #801-131209
CIK #0002060772
AUM 180.7 M (2026-03-25)
Employees 7 (43% Investors, 0% Brokers)
Fees
Minimum
Phone931-905-0050
Address2681 Townsend Ct
Clarksville, TN 37043
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
190152114763802010201520212027
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 2.5
Union Pacific Corp 1.9
FPL Group Inc 1.9
Apple Inc 1.9
Wal Mart Stores Inc 1.4
Microsoft Corp 1.3
Deere & Co 0.9
 
 
 
 
Holdings by Sector ($M)
16012896643202023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 288 86.2
(b) Individuals (high net worth individuals) 42 94.3
(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 891 180.7
By Discretionary
Discretionary 832 157.6
Non-Discretionary 59 23.1
Total 891 180.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 180.7
Total 891 180.7
EDGAR Form CIK 2011 - 2026
13F-HR [0002060772]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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