Adviser Profile
| As of Date | 05/03/2025 |
| Registration status | Registration Changed to FINANCIAL STEWARD ASSOCIATES, LLC |
| ADV Location | BOULDER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 218,042,812 |
| of that, discretionary | 218,042,812 |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 371,453 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
Advisory Activities
- Financial planning services
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
218M
187M
156M
125M
93M
62M
31M
2022
2023
2024
2025
Private Funds
No private funds
Employees
Similar advisers
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser D & G ADVISORY GROUP, L.L.C. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM190.9m | #Funds- | |
| Adviser ONE ADVISORY PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM369.5m | #Funds- | |
| Adviser WALKER ASSET MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM315.3m | #Funds- | |
| Adviser WAGNER LOFTIN INVESTMENT SERVICES LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM396.4m | #Funds- | |
| Adviser GDS WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.8b | #Funds- | |
| Adviser REDWOOD INVESTMENT GROUP, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM230.3m | #Funds- | |
| Adviser FISCHER INVESTMENT STRATEGIES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM251.9m | #Funds- | |
| Adviser THEORY FINANCIAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM319.2m | #Funds- | |
| Adviser CORNERSTONE WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM4.9b | #Funds- | |
| Adviser LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM184.1m | #Funds- |