Stewart Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 12, 2026, reports $582M in regulatory assets under management, 4 employees, and 1,593 accounts.
Assets Under Management
$582M
Employees
4
Offices
--
Total Clients
346
Primary office
SAN RAFAEL, CA
1050 NORTHGATE DRIVE, SUITE 333, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
201
2
Individuals
41.9%
145
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$582Mas of March 12, 2026
Discretionary91.1%
$530M
91% of total RAUM91.1%
Non-discretionary8.9%
$52M
9% of total RAUM8.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$582M
Total Accounts1,593
10Y AUM Change+$480M (+472.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee87:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.