Steward Wealth Management - Ownership and Business Overview

Financial ServicesCompany

Steward Wealth Management Ownership

Who owns Steward Wealth Management?

Steward Wealth Management is owned by Mercer Advisors. It was acquired on August 2, 2023.

Steward Wealth Management Business Overview

Where is Steward Wealth Management headquartered?

Steward Wealth Management is headquartered in Colleyville, Texas.

What sector is Steward Wealth Management in?

Steward Wealth Management is a financial services company.

When was Steward Wealth Management founded?

Steward Wealth Management was founded in 2007.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 126 acquisitions of financial services companies in 2023, including 15 acquisitions by private equity firms, and 111 by strategics.

Steward Wealth Management

Steward Wealth Management LLC

26 Main Street,
Colleyville, Texas 76034
United States,
(817) 428-1145
www.stewardwealthmanagement.com

Steward Wealth Management is a wealth management firm that provides guidance to help clients connect the dots of financial planning, investments, tax, and estate planning. Steward Wealth Management was founded in 2007 and is based in Colleyville, Texas


Company Summary

SECTOR

Financial Services

Established

2007

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