{
  "crd_number": 143425,
  "slug": "stewart-wealth-management-inc-san-rafael-ca-143425",
  "primary_business_name": "STEWART WEALTH MANAGEMENT, INC.",
  "legal_name": "STEWART WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "San Rafael",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-05-05",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 581542155.0,
  "raum_discretionary": 530000149.0,
  "raum_non_discretionary": 51542006.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 33761584.0,
      "count": 145
    },
    "high_net_worth_individuals": {
      "raum": 547780571.0,
      "count": 201
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "NH",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://stewartwealthmgt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143425",
  "city_as_filed": "SAN RAFAEL",
  "url": "https://advisorcensus.com/firm/stewart-wealth-management-inc-san-rafael-ca-143425",
  "display_name": "Stewart Wealth Management, Inc.",
  "summary": "Stewart Wealth Management, Inc. is an SEC-registered investment advisory firm in San Rafael, CA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Stewart Wealth Management, Inc. (CRD 143425): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Stewart Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stewart Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Stewart Wealth Management, Inc. located?",
      "a": "Stewart Wealth Management, Inc.'s principal office is in San Rafael, CA, according to its Form ADV."
    },
    {
      "q": "Is Stewart Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Stewart Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 143425."
    },
    {
      "q": "How much does Stewart Wealth Management, Inc. manage?",
      "a": "Stewart Wealth Management, Inc. reports $581,542,155 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (91% discretionary)."
    },
    {
      "q": "How have Stewart Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stewart Wealth Management, Inc.: Regulatory assets under management: $238,829,651 in the October 2021 data and $581,542,155 in the October 2026 data, up 143%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stewart Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (201); individuals (other than high net worth individuals) (145)."
    },
    {
      "q": "Which custodians does Stewart Wealth Management, Inc. use?",
      "a": "Stewart Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stewart Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143425"
    },
    {
      "q": "What changed in Stewart Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $501,223,833 to $581,542,155 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 238829651.0,
      "total_employees": 3,
      "filing_date": "2021-03-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 303457601.0,
      "total_employees": 3,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 344274757.0,
      "total_employees": 3,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 438089550.0,
      "total_employees": 3,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 501223833.0,
      "total_employees": 3,
      "filing_date": "2025-04-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 581542155.0,
      "total_employees": 4,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $501,223,833 to $581,542,155 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stewart-wealth-management-inc-san-rafael-ca-143425.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 145,
      "fewer_than_5": false,
      "raum": 33761584.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 201,
      "fewer_than_5": false,
      "raum": 547780571.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143425",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}