Data / Investment advisers / California / Stewart Wealth Management, Inc.
Stewart Wealth Management, Inc., San Rafael, CA: $582 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stewart Wealth Management, Inc. is an SEC registered investment adviser with its main office in San Rafael, California and reports $582 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Stewart Wealth Management, Inc. (CRD number 143425): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143425
- SEC file number
- 801-110534
- SEC status
- Approved, effective May 5, 2017
- Main office
- 1050 Northgate Drive Suite 333, San Rafael, CA 94903
- Phone
- (415) 499-1544
- Website
- stewartwealthmgt.com
- Regulatory AUM
- $581,542,155 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $530,000,149
- Non discretionary AUM
- $51,542,006
- Accounts
- 1,593
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 201 | $547.8 million |
| Individuals (other than high net worth individuals) | 145 | $33.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $581.5 million | March 12, 2026 |
| December 1, 2025 | $501.2 million | April 16, 2025 |
Other advisers in San Rafael
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stonebridge Financial Group | San Rafael | $896 million | Not listed | adviserinfo.sec.gov |
| Tran Capital Management, L.P. | San Rafael | $890.3 million | Not listed | adviserinfo.sec.gov |
| Westhill Financial Advisors, Inc. | San Rafael | $789.4 million | Not listed | adviserinfo.sec.gov |
| Ridgecrest Wealth Partners, LLC | San Rafael | $705.1 million | Not listed | adviserinfo.sec.gov |
| Meritas Wealth Management, LLC | San Rafael | $618.9 million | Not listed | adviserinfo.sec.gov |
| O'Donnell Financial Services, LLC | San Rafael | $427.1 million | Not listed | adviserinfo.sec.gov |
| Capital Trust Advisors | San Rafael | $402.6 million | Not listed | adviserinfo.sec.gov |
| Shira Ridge Wealth Management | San Rafael | $366.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Rafael, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Stewart Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.