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Building 2STEWART WEALTH MANAGEMENT, INC.

Map pinSAN RAFAEL, CA
Phone415-499-1544
NotebookSEC #801-110534
Total AUM
$581.5M
Employees
4
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1050 NORTHGATE DRIVE
SUITE 333
SAN RAFAEL
CA 94903
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
415-499-1544

ReceiptFinancials

Total AUM
$581.5M
Accounts
1,593
Discretionary
$530M
Accounts
1,366
Non-Discretionary
$51.5M
Accounts
227

ContactClients

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Individual Clients
145
AUM
$33.8M
HNW Individual Clients
201
AUM
$547.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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