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STEWART WEALTH MANAGEMENT, LLC
STEWART WEALTH MANAGEMENT LLC
CRD 334077
999 VANDERBILT BEACH RD, SUITE 200, NAPLES, FL, 34108, United States
Phone
239-325-5115
Fax
804-864-5930
Registration
— (—)
Source
State registered
Total AUM
$343K
Discretionary AUM
$343K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $343K |
All web addresses on file
Official SEC filing: View on IAPD