STEWART WEALTH MANAGEMENT, INC.

SAN RAFAEL, California·1 registered advisor·CRD# 143425
SEC# 801-1105340415-499-1544
01

Firm Overview

AUM
$438M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STEWART WEALTH MANAGEMENT, INC.

1 registered advisor
Benjamin (nmn) Stewart
SAN RAFAEL, California
05

Office Locations

SAN RAFAEL, California
1 advisor

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Data sourced from SEC Form ADV filings. STEWART WEALTH MANAGEMENT, INC. (CRD# 143425) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.