Insights

Targeted Clientele Sound Stewardship, LLC operates in financial services with a client base that includes retirees, pre-retirees, business owners and families nationwide, all sharing generosity and faith perspectives. This suggests sales opportunities with faith-based communities, high-net-worth individuals and family offices seeking values-aligned wealth management and legacy planning.

Growth Potential With reported annual revenue in the 10–25 million range and a small team (2-10 employees), there may be opportunities to offer scalable technology, onboarding, and client experience enhancements to boost efficiency, client onboarding, and service capacity as the firm grows.

Tech StackGaps Current tech usage includes web and analytics tools (Section.io, Google Tag Manager, Cloudflare Bot Management) and legacy elements (jQuery). There is potential to introduce modern CRM, client portal, financial planning software integrations, and digital marketing automation to attract and retain clients.

CompetitivePosition Operating in a space with peers ranging from mid-sized to large players (PMI, FirstService, AMS, Associa, RealManage) suggests a need for differentiated digital experiences, security, and scalable operations to compete for fee-based advisory relationships, especially with value-driven clients.

ExpansionSignals The nationwide service footprint and emphasis on impact investing and family/community wealth indicate opportunities for services around sustainable investing, philanthropic planning, and donor-advised fund support, as well as enhanced reporting and ESG-oriented solutions.

Sound Stewardship, LLC Tech Stack

Sound Stewardship, LLC uses 8 technology products and services including cdnjs, gstatic.com, Underscore.js, and more. Explore Sound Stewardship, LLC's tech stack below.

cdnjs

Content Delivery Network

gstatic.com

Content Delivery Network

Underscore.js

Javascript Libraries

Floating UI

Javascript Libraries

CloudFlareJS

Javascript Libraries

Google Maps

Maps

Cloudflare Bot Management

Security

Google Tag Manager

Tag Management

Sound Stewardship, LLC Email Formats	Example	Percentage
First@soundstewardship.com	John@soundstewardship.com	92%
FirstL@soundstewardship.com	JohnD@soundstewardship.com	8%

Sound Stewardship, LLC Email Formats

Example

Percentage

First@soundstewardship.com

John@soundstewardship.com

92%

FirstL@soundstewardship.com

JohnD@soundstewardship.com

Frequently Asked Questions

What is Sound Stewardship, LLC's phone number?

You can contact Sound Stewardship, LLC's main corporate office by phone at

+1-913-317-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sound Stewardship, LLC's official website and social media links?

Sound Stewardship, LLC's official website is soundstewardship.com and has social profiles on LinkedIn.

How much revenue does Sound Stewardship, LLC generate?

As of July 2026, Sound Stewardship, LLC's annual revenue is estimated to be $10M - $25M.

What is Sound Stewardship, LLC's NAICS code?

Sound Stewardship, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Sound Stewardship, LLC have currently?

As of July 2026, Sound Stewardship, LLC has approximately 9 employees across 1 continents, including North America. Key team members include Managing Partner & Senior Wealth Advisor: M. S.Relationship Manager: C. S. J.Office Manager: A. L.. Explore Sound Stewardship, LLC's employee directory with LeadIQ.

What industry does Sound Stewardship, LLC belong to?

Sound Stewardship, LLC operates in the Financial Services industry.

What technology does Sound Stewardship, LLC use?

Sound Stewardship, LLC's tech stack includes cdnjsgstatic.comUnderscore.jsFloating UICloudFlareJSGoogle MapsCloudflare Bot ManagementGoogle Tag Manager.

What is Sound Stewardship, LLC's email format?

Sound Stewardship, LLC's email format typically follows the pattern of First@soundstewardship.com. Find more Sound Stewardship, LLC email formats with LeadIQ.

When was Sound Stewardship, LLC founded?

Sound Stewardship, LLC was founded in 2004.

Sound Stewardship, LLC

Q: How many employees does Sound Stewardship, LLC have currently?

Sound Stewardship, LLC has approximately 9 employees.

Q: What technology does Sound Stewardship, LLC use?

Sound Stewardship, LLC's tech stack includes JSON-LD, HTTP/3, jQuery Migrate, Cloudflare Bot Management, Section.io.

Q: What is Sound Stewardship, LLC's NAICS code?

Sound Stewardship, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesKansas, United States2-10 Employees

Sound Stewardship, LLC operates in the financial services sector from Overland Park, Kansas, serving a diverse clientele across the United States. The firm emphasizes helping clients achieve financial freedom and make a positive impact with their wealth on both family and community, with a client base that spans retirees, pre-retirees, business owners, families, and individuals who share generosity and a faith perspective. Positioned as a financial services provider, it focuses on addressing the varied life stages and events its clients experience, guiding them through financial decisions in a way that aligns with their values. The company profiles a small team structure and is based in the Kansas City area, positioning itself to support clients nationwide through personalized guidance. A recent development noted is the firm’s ongoing activity within its operating domain, reflecting continued engagement in its advisory role.

Insights

Similar companies to Sound Stewardship, LLC

PMI

FirstService Corp

AMS

Associa

RealManage