PPrivate Fund Data Log in Join · $37/mo

Wilbur Lee Shertzer

Managing Member/PartnerStewardship Advisors, LLCCRD 1545552

About Wilbur Lee Shertzer

Wilbur Lee Shertzer is listed as Managing Member/Partner at Stewardship Advisors, LLC in Mount Joy, PA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Stewardship Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wilbur Lee Shertzer work?

Wilbur Lee Shertzer is listed as Managing Member/Partner at Stewardship Advisors, LLC on SEC Form ADV.

How much of Stewardship Advisors, LLC does Wilbur Lee Shertzer own?

Form ADV reports a beneficial ownership band of 25-50%.

Stewardship Advisors, LLC

TitleManaging Member/Partner
Ownership25-50%
Control personYes
Since2011