← Tributary

W.P. STEWART ASSET MANAGEMENT LTD.

NASHVILLE, TN · CRD 122046 · IAPD ↗ · 615-622-0000

$266.0MRegulatory AUM
0Advisory reps
0Employees
0Clients
1-10Planning clients
0Private funds
0States
18Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — W.P. STEWART ASSET MANAGEMENT LTD. (NASHVILLE, TN) left the SEC roster (was $266.0M RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.