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STEWART WEALTH MANAGEMENT, INC.

SAN RAFAEL, CA · CRD 143425 · IAPD ↗ · stewartwealthmgt.com · 415-499-1544

$581.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — STEWART WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($438.1M -> $501.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — STEWART WEALTH MANAGEMENT, INC. reported RAUM up 27% ($344.3M -> $438.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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