Stewart Wealth Management, Inc.
● SEC registered since 2017CRD 143425SEC# 801-110534San Rafael, CA
Reg. AUM
$581.5M
Employees
4
Accounts
1,593
Location
San Rafael, CA
Stewart Wealth Management, Inc. assets under management
Stewart Wealth Management, Inc. is an investment advisory firm registered with the SEC based in San Rafael, CA. The firm has been registered since 2017. It reports $581.5 million in regulatory assets under management and employs 4 people.
Stewart Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin (nmn) Stewart Control | Principal, Owner & Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Stewart Wealth Management, Inc. manage?
Stewart Wealth Management, Inc. reports $581.5 million in regulatory assets under management on its Form ADV.
How many employees does Stewart Wealth Management, Inc. have?
Stewart Wealth Management, Inc. reports 4 employees.
Where is Stewart Wealth Management, Inc. located?
Stewart Wealth Management, Inc. is based in San Rafael, CA and has been SEC-registered since 2017.
Does Stewart Wealth Management, Inc. disclose fund performance?
Stewart Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1050 Northgate Drive, Suite 333, San Rafael, CA 94903 |
| Phone | 415-499-1544 |
| Fax | 800-588-6099 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$581.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$581.5Mregulatory AUM
Discretionary $530MNon-discretionary $51.5M