Where are Steward Wealth Management employees located globally?

Steward Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Steward Wealth Management's team size changed over time?

Steward Wealth Management's team has decreased from approximately 5 to 4 employees based on available data.

Steward Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Steward Wealth Management is a fee-only financial services firm offering comprehensive wealth management and independent, objective advice. It combines in-house expertise—a CPA and an attorney—with financial guidance anchored in Nobel Prize-winning research, institutional trading concepts, and goal-based planning to help clients pursue their objectives.

Based in Colleyville, Texas, the firm serves individuals seeking thorough, evidence-based financial guidance from a small, boutique operation. In August 2023, Steward Wealth Management was acquired by Mercer Advisors, marking a notable industry development.

Steward Wealth Management Global Highlights

North America
6

United States Of America
6

Steward Wealth Management's Leadership

J. M.
Partner
Mobile Phone
Email
L. W.
Client Services Associate
Mobile Phone
Email

Steward Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Steward Wealth Management

Name

Title

Contact Info

Location

Last Update

J. M.
Partner
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
L. W.
Client Services Associate
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Steward Wealth Management known for?

Steward Wealth Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 26 Main Street Colleyville, Texas 76034 United States. Explore Steward Wealth Management's company overview page for more information.

What is Steward Wealth Management's most common email format?

Steward Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Steward Wealth Management email formats with LeadIQ.

How many employees does Steward Wealth Management have currently?

Steward Wealth Management has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Steward Wealth Management's key employees and leadership?

As of December 2025, Steward Wealth Management's key employees include:

Partner: J. M.
Client Services Associate: L. W.

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Steward Wealth Management Employee Directory

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