Steward Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Steward is a fee-only, wealth management firm providing comprehensive solutions with independent, objective advice. We combine the leverage of an in house CPA and attorney with the sound financial advice grounded in Nobel prize winning research, institutional trading, and goal based financial plans.

Find Steward Wealth Management employees' phone numbers or email addresses

Steward Wealth Management Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Steward Wealth Management's Leadership

  • Stylized image of a person
    J. M.
    Partner
    Phone icon
  • Stylized image of a person
    V. H.
    Partner - Wealth Management
    Phone icon
  • Stylized image of a person
    M. C.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    L. W.
    Client Services Associate
    Phone icon
  • Stylized image of a person
    R. B. M.
    Financial Advisor
    Phone icon

Contact profiles from Steward Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Partner
    Phone icon
    United StatesTexas
    Nov 16, 2025
  • Stylized image of a person
    V. H.
    Partner - Wealth Management
    Phone icon
    United StatesTexas
    Oct 07, 2025
  • Stylized image of a person
    M. C.
    Client Service Specialist
    Phone icon
    United StatesTexas
    Oct 18, 2025
  • Stylized image of a person
    L. W.
    Client Services Associate
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. B. M.
    Financial Advisor
    Phone icon
    United StatesTexas
    Oct 16, 2024

Frequently Asked Questions

What is Steward Wealth Management known for?

Minus sign iconPlus sign icon
Steward Wealth Management was founded in 2007 operates in the Financial Services industry. Explore Steward Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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

  • Partner: J. M.
  • Partner - Wealth Management: V. H.
  • Client Service Specialist: M. C.
  • Client Services Associate: L. W.
  • Financial Advisor: R. B. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.