Lifespring Wealth Management LLC

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Lifespring Wealth Management LLC
CRD #295694
SEC #801-129671
CIK #
AUM 128.0 M (2026-03-13)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone319-229-7439
Address
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
13010478522602010201520212027
Fees and Compensation — Form ADV Part 2A (3/13/2026) [Brochure]
Item 5 Fees and Compensation
Investment Advisory Fees
The annual fee is based on a percentage of the investable assets, determined by the highest applicable
tier, as follows: a flat 1.25% on all assets up to $999,999.99, a flat 1.00% on all assets $1,000,000 to
$1,999,999.99, a flat 0.80% on all assets $2,000,000 to $4,999,999.99, and a flat 0.50% on all assets
$5,000,000 and above. Once investable assets reach a new tier, the entire assets are subject to the
corresponding flat rate. If the investable assets fall below a threshold, the corresponding flat rate
adjusts accordingly. The minimum annual fee is $6,250 and minimum account size is $500,000. These
minimums are negotiable based upon certain criteria (e.g., if the client is in full-time Christian ministry,
has charitable intent with his or her estate, historical relationship, type of assets, anticipated future
earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related
accounts, account composition, negotiations with clients, etc.).

This fee will be collected quarterly in arrears based on the ending balance on the last day of the previous
quarter and will be directly debited from your account. Current client relationships may exist where the
fees are higher or lower than the above fee schedule.

Although the relationship operates under an ongoing agreement and constant adjustments are
required, the length of service to the client is at the client's discretion. The client or the investment
manager may terminate an Agreement by written notice to the other party. At termination, fees will be
billed on a pro rata basis for the portion of the quarter completed. The portfolio value at the completion
of the prior full billing quarter is used as the basis for the fee computation, adjusted for the number of
days during the billing quarter prior to termination. There will be no refunds of fees since we bill in
arrears.

Advice offered by us may involve investment in mutual funds. Clients are hereby advised that all fees
paid to us for investment advisory services are separate and distinct from the fees and expenses
charged by mutual funds (described in each fund's prospectus) to their shareholders. These fees will
generally include a management fee and other fund expenses. Further, there may be transaction
charges involved with purchasing or selling of securities. We do not share in any portion of the
brokerage fees/transaction charges imposed by the custodian holding the client funds or securities. (See
Account Minimums and Types of Clients — Form ADV Part 2A (3/13/2026) [Brochure]
Item 7 Types of Clients
Description
Stewards Advisory Services generally provides investment advice to individuals, trusts, estates,
charitable organizations, corporations or business entities. Client relationships vary in scope and length
of service.

Account Minimums
See Item 5 Fees and Compensation for a discussion of minimum fee and account size.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 33 10.7
(b) Individuals (high net worth individuals) 28 51.3
(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 0.7
(h) Charitable organizations 10 64.9
(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 0 0.4
(n) Other 0 0.0
Total 293 128.0
By Discretionary
Discretionary 293 128.0
Non-Discretionary 0 0.0
Total 293 128.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 128.0
Total 293 128.0
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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