Investment adviser · CRD 342950

STEWARDWELL LLC

Investment adviser filing (IA)

FRANKLIN, TN, United States · Form ADV filed Jul 9, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

4068 RURAL PLAINS CIRCLE, SUITE 170
FRANKLIN, TN, 37064, United States

CRD 342950

Filing source

Form ADV 2118617 · Jul 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.