STEWART WEALTH MANAGEMENT, INC.

1050 Northgate Drive
Suite 333
San Rafael, California 94903
Tel: 415-499-1544

About STEWART WEALTH MANAGEMENT, INC.

STEWART WEALTH MANAGEMENT, INC, formally registered with the SEC as STEWART WEALTH MANAGEMENT, INC. The firm was established in 05/05/2017. They have over 1 offices throughout the country.

STEWART WEALTH MANAGEMENT, INC. is a San Rafael, California based Financial Planning firm with nearly $438,089,550 assets under management, offering retirement planning & investment advisory services to 1489 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143425
SEC#	801-110534
Assets Managed by Firm	$438,089,550
No. of Clients	1489
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (PRIVATE PLACEMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1489	$438,089,550
Individuals (other than high net worth individuals)	181	$57,043,257
High net worth individuals	151	$381,046,293

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