SEC Form ADV

STEWART WEALTH MANAGEMENT, INC.

Registered Investment AdviserCA
$581.5M
Assets Under Management
4
Employees
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Registration Details

Accession
crd-143425
Location
SAN RAFAEL, CA
Filing Date
March 12, 2026
AUM
$581.5M
Employees
4
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

STEWART WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in SAN RAFAEL, CA, managing approximately $581.5M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.