Family Office

Stewardship Financial

Stewardship Financial is a US wealth management firm founded in 2021 by David Medina. It is headquartered in Arcadia, California. Around a quarter of the firm's assets are managed on behalf of qualified retirement plans through a partnership with RIA Global Retirement Partners. The remainder is managed on behalf of ind

Assets Under Management
$50M-$250M
Headquarters
Arcadia, California
Asset classes & sectors
Alternative InvestmentsCommoditiesFixed incomeHedge FundsReal Estate

Decision-makers

David Medina
Founder & Investment Advisor Representative
Members only

Unlock contacts, warm paths & full holdings

See who to reach, how you're connected, the check sizes, and the full mandate — across Stewardship Financial and 500k+ investors and LPs.

Get access