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STEWART WEALTH MANAGEMENT, INC.
CRD 143425 · SEC 801-110534
1050 NORTHGATE DRIVE, SUITE 333, SAN RAFAEL, CA, 94903, United States
Phone
415-499-1544
Fax
800-588-6099
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$581.5M
Discretionary AUM
$530.0M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $33.8M |
| High net worth individuals | 201 | $547.8M |
States served
AZ, CA, VA, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD