STEWART WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$581,542,155
Discretionary
$530,000,149
Non-discretionary
$51,542,006
Firm details
- CRD number
- 143425
- SEC file number
- 801-110534
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.STEWARTWEALTHMGT.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.