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STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS
TME FINANCIAL, INC.
CRD 322851 · SEC 801-127270
101 MAIN STREET, #230, HUNTINGTON BEACH, CA, 92648, United States
Phone
714-455-2955
Fax
714-455-2972
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.1M
Discretionary AUM
$151.7M
Team
3 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $60.9M |
| High net worth individuals | 45 | $87.5M |
| Pension/profit sharing plans | 2 | $3.8M |
| Charitable organizations | 1 | $462K |
| Corporations/business entities | 2 | $426K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD