SEC Form ADV

STEWART WEALTH MANAGEMENT, INC.

Registered Investment AdviserCA
$581.5M
Assets Under Management
1,593
Total Clients
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Registration Details

Accession
CRD-143425
Location
SAN RAFAEL, CA
Filing Date
March 12, 2026
AUM
$581.5M
Total Clients
1,593
Amendment
No

About this Adviser

STEWART WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in SAN RAFAEL, CA, managing approximately $581.5M in assets across 1,593 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.