Stewart Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.
Stewart Wealth Management reports 346 clients. They include 201 high-net-worth individuals and 145 individual clients. Of its assets, 91.1% ($530M across 1,366 accounts) are managed with discretion; $51.5M across 227 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 6% |
| High-net-worth individuals | 58% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 145 | $33.8M | 5.8% | $233K |
| High-net-worth individuals | 201 | $548M | 94.2% | $2.73M |
| Total | 346 | $582M | 100% | $1.68M |
- Clients
- 145
- Regulatory AUM
- $33.8M
- AUM share
- 5.8%
- Avg. per client
- $233K
- Clients
- 201
- Regulatory AUM
- $548M
- AUM share
- 94.2%
- Avg. per client
- $2.73M
Total
- Clients
- 346
- Regulatory AUM
- $582M
- AUM share
- 100%
- Avg. per client
- $1.68M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Stewart Wealth Management charges 0.75%–1.00% a year for its Investment Advisory Fees. The fee is billed in advance, is negotiable and has a $1,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting services are billed as a fixed fee, typically $2,000 to $12,000, subject to the arrangement reached with the client.
- Financial Planning
- Financial planning is billed hourly at a maximum of $300 an hour or as a fixed fee, typically $2,000 to $12,000, depending on the arrangement.
Benjamin Stewart owns 75% or more of Stewart Wealth Management. The leadership team of Stewart Wealth Management includes Chief Compliance Officer Benjamin Stewart. It has 4 employees, 3 of them in advisory roles.
Leadership
- Benjamin StewartPrincipal, Owner & Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- Owns 75% or more of Stewart Wealth Management, Inc.
Benjamin Stewart
Control person · since March 2007
Stewart Wealth Management’s regulatory assets grew 2.4× from $239M (March 2021) to $582M (March 2026); clients were 346 in both filings and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $582M | 346 | 4 | 1 |
| April 2025 | $501M | 337 | 3 | 1 |
| March 2024 | $438M | 332 | 3 | 1 |
| March 2023 | $344M | 315 | 3 | 1 |
| March 2022 | $303M | 294 | 3 | 1 |
| March 2021 | $239M | 357 | 3 | 1 |
Besides its headquarters, Stewart Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1050 Northgate Drive, Suite 333, San RafaelHQ
Contact and registration details
- Legal name
- Stewart Wealth Management, Inc.
- Headquarters
- 1050 Northgate Drive, Suite 333, San Rafael, CA 94903
- Website
- stewartwealthmgt.com
- Phone
- 415-499-1544
- SEC file
- 801-110534
- Structure
- California corporation
- Fiscal year end
- December
Stewart Wealth Management uses Charles Schwab ($530M) as custodian for its separately managed accounts. Stewart Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $530M100%
At year end, Stewart Wealth Management’s separately managed accounts were mostly in stocks (77%).
What the accounts hold
- Stocks77%
- Exchange-traded equities70%
- Non-exchange-traded equities7%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash9%
- Other9%
- Private reits, private real estate9%
How many clients does Stewart Wealth Management have?
Stewart Wealth Management has 346 clients and manages $582 million for them, as of March 2026. They include 201 high-net-worth individuals and 145 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Stewart Wealth Management offer?
Stewart Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Stewart Wealth Management charge?
Stewart Wealth Management charges 0.75%–1.00% a year for its Investment Advisory Fees. The fee is billed in advance, is negotiable and has a $1,000 annual minimum.
Source: ADV PART 2A/2B DISCLOSURE BROCHURE, filed 12 March 2026
Which custodians does Stewart Wealth Management use?
Stewart Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $530M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Stewart Wealth Management have?
Stewart Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stewart Wealth Management invest in?
At the end of its last fiscal year, Stewart Wealth Management’s separately managed accounts held 70% exchange-traded equities, 9% cash and equivalents, 9% other, 7% non-exchange-traded equities, 4% U.S. government and agency bonds and 1% state and local bonds. The 9% other category is described as: Private Reits, Private Real Estate.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stewart Wealth Management?
Stewart Wealth Management’s direct owner is Benjamin Stewart (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Stewart Wealth Management get paid?
Stewart Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Stewart Wealth Management registered with the SEC?
Yes, Stewart Wealth Management has been registered with the SEC as an investment adviser since 5 May 2017. Its CRD number is 143425 and its SEC file number is 801-110534.
Source: Form ADV Part 1A, Item 1, filed 12 March 2026; IAPD firm record
How do I contact Stewart Wealth Management?
Stewart Wealth Management’s main office is at 1050 Northgate Drive, Suite 333, San Rafael, CA 94903. Its phone number is 415-499-1544. Its website is stewartwealthmgt.com.