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Member, Principal & Wealth Manager · Steward Advisors, LLC

Michael H. Kwon

CRD 1363301 · Named on Form ADV at one SEC-registered adviser

At a glance

Steward Advisors, LLC, an SEC-registered wealth manager based in Chicago, IL with $161 million in regulatory assets, lists Michael H. Kwon on its Form ADV as Member, Principal & Wealth Manager, a control person.

Firms and roles

  • Steward Advisors, LLCMember, Principal & Wealth ManagerWealth manager · Chicago, IL · $161M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Timothy J. ObendorfMember, Principal & Wealth Manager, Steward Advisors, LLC
  • Dale R. BrandaMember, Chief Compliance Officer, Chief Operating Officer, Steward Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.