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STEWART WEALTH MANAGEMENT, INC.
CRD 143425File 801-110534
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$581.5M
Above cohort median (national)
Discretionary AUM
$530.0M
Non-discretionary $51.5M
Clients
346
1,593 accounts
Employees
4
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 5, 2017
- Principal office
- 1050 NORTHGATE DRIVE, SUITE 333, SAN RAFAEL, CA, 94903
- Phone
- 415-499-1544
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $581.5M
- Discretionary AUM
- $530.0M
- Non-discretionary AUM
- $51.5M
- Discretionary accounts
- 1,366
- Non-discretionary accounts
- 227
- Total accounts
- 1,593
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 201 | $547.8M |
| Individuals (other than high net worth individuals) | 145 | $33.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2026 | Clients | 337 | 346 | increased by9 |
| Apr 1, 2026 | AUM | $501,223,833 | $581,542,155 | increased by$80,318,322 |
| Apr 1, 2026 | Accounts | 1,541 | 1,593 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 294 | 337 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $303,457,601 | $501,223,833 | increased by$197,766,232 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,342 | 1,541 | increased by199 |
| Apr 1, 2022 | Clients | 357 | 294 | decreased by63 |
| Apr 1, 2022 | AUM | $238,829,651 | $303,457,601 | increased by$64,627,950 |
| Apr 1, 2022 | Accounts | 1,187 | 1,342 | increased by155 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEWART WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEWART WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.