STEWART WEALTH MANAGEMENT, INC.
CRD #143425 SEC #801-110534 SAN RAFAEL, CA 415-499-1544
SEC Registered
Total AUM
$501.2M
Discretionary
$443.5M
Employees
3
Clients
0
Accounts
1,541
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $501.2M | $443.5M | $57.7M | 3 | 0 |
| Mar 2025 | $501.2M | $443.5M | $57.7M | 3 | 0 |
| Mar 2024 | $438.1M | $377.8M | $60.3M | 3 | 0 |
| Mar 2023 | $344.3M | $285.1M | $59.2M | 3 | 0 |
| Mar 2022 | $303.5M | $254.9M | $48.6M | 3 | 0 |
| Mar 2021 | $238.8M | $204.3M | $34.5M | 3 | 0 |
| Jun 2020 | $201.6M | $170.8M | $30.8M | 3 | 0 |
| Jun 2020 | $201.6M | $170.8M | $30.8M | 3 | 0 |
| Mar 2020 | $201.6M | $170.8M | $30.8M | 3 | 0 |
| Mar 2019 | $150.6M | $128.9M | $21.7M | 3 | 0 |
| Feb 2018 | $141.2M | $122.9M | $18.3M | 3 | 0 |
| Apr 2017 | $101.6M | $93.7M | $7.9M | 2 | 300 |
| Apr 2017 | $101.6M | $93.7M | $7.9M | 2 | 300 |
| Jun 2012 | $64M | $64M | $0 | 1 | 200 |
| Jun 2012 | $64M | $64M | $0 | 1 | 200 |
| May 2012 | $64.2M | $64.2M | $0 | 1 | 200 |
| Mar 2012 | $64.2M | $64.2M | $0 | 1 | 200 |
| Mar 2011 | $59M | $59M | $0 | 5 | -- |
| Dec 2010 | $55.3M | $55.3M | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$501.2M
Discretionary$443.5M
Non-Disc.$57.7M
Employees3
Clients0
DateMar 2025
Total AUM$501.2M
Discretionary$443.5M
Non-Disc.$57.7M
Employees3
Clients0
DateMar 2024
Total AUM$438.1M
Discretionary$377.8M
Non-Disc.$60.3M
Employees3
Clients0
DateMar 2023
Total AUM$344.3M
Discretionary$285.1M
Non-Disc.$59.2M
Employees3
Clients0
DateMar 2022
Total AUM$303.5M
Discretionary$254.9M
Non-Disc.$48.6M
Employees3
Clients0
DateMar 2021
Total AUM$238.8M
Discretionary$204.3M
Non-Disc.$34.5M
Employees3
Clients0
DateJun 2020
Total AUM$201.6M
Discretionary$170.8M
Non-Disc.$30.8M
Employees3
Clients0
DateJun 2020
Total AUM$201.6M
Discretionary$170.8M
Non-Disc.$30.8M
Employees3
Clients0
DateMar 2020
Total AUM$201.6M
Discretionary$170.8M
Non-Disc.$30.8M
Employees3
Clients0
DateMar 2019
Total AUM$150.6M
Discretionary$128.9M
Non-Disc.$21.7M
Employees3
Clients0
DateFeb 2018
Total AUM$141.2M
Discretionary$122.9M
Non-Disc.$18.3M
Employees3
Clients0
DateApr 2017
Total AUM$101.6M
Discretionary$93.7M
Non-Disc.$7.9M
Employees2
Clients300
DateApr 2017
Total AUM$101.6M
Discretionary$93.7M
Non-Disc.$7.9M
Employees2
Clients300
DateJun 2012
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--