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Stewart Wealth Management, Inc.

● SEC registered since 2017CRD 143425SEC# 801-110534San Rafael, CA
Export (members)
Reg. AUM
$501.2M
Employees
3
Accounts
1,541
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 $501.2 million in regulatory assets under management and employs 3 people.
www.stewartwealthmgt.comView on SEC.gov ↗

Stewart Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Benjamin (nmn) Stewart ControlPrincipal, Owner & Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Stewart Wealth Management, Inc. manage?

Stewart Wealth Management, Inc. reports $501.2 million in regulatory assets under management on its Form ADV.

How many employees does Stewart Wealth Management, Inc. have?

Stewart Wealth Management, Inc. reports 3 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

Address1050 Northgate Drive, Suite 333, San Rafael, CA 94903
Phone415-499-1544
Fax800-588-6099
Office hours9a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$443.5M
Non-discretionary$57.7M
Total (RAUM)$501.2M