This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$65.5MItem 5.F on the latest filing (2026-07-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$17.2M

Private client RAUM

$65.5MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$65.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

102

Individual clients

13

High net worth clients

26

Custody, client assets

$25.9M

SEC number

801-128810

CRD

128676

Filings on the tape

9

First filed

Aug 30, 2023

Latest filed

Jul 24, 2026

Organised

Corporation, NY

Website

stewardshipfp.com

• Occurred

  Aug 30, 2023
  First Form ADV filing

  Stewardship Financial Planning filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:97fdd302-06a0-f30c-c91c-1c2de3bcdbfe

First observed

Aug 30, 2023

Last observed

Jul 24, 2026 58 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.