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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRINCIPAL, OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, BENJAMIN, (NMN) | I | PRINCIPAL, OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, HEATHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, HEATHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, HEATHER, LEANNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 16, 2025 REGISTERED
Notice Filings (7)
AZ CA HI NH TX VA WA
Address
1050 NORTHGATE DRIVESUITE 333
SAN RAFAEL, CA 94903
United States
Phone: 415-499-1544