Investment adviser · CRD 143425
STEWART WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
SAN RAFAEL, CA, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $582M Form ADV · Item 5.F
- Client accounts
- 1,593 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 201 | $547,780,571 | 94.2% |
| Individuals | 145 | $33,761,584 | 5.8% |
Filing source
Form ADV 2064932 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1050 NORTHGATE DRIVE, SUITE 333SAN RAFAEL, CA, 94903, United States
CRD 143425
Filing source
Form ADV 2064932 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.