# Stewart Wealth Management, Inc.

> 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.

- CRD: 143425
- Filed as: STEWART WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143425
- AdvisorCensus page: https://advisorcensus.com/firm/stewart-wealth-management-inc-san-rafael-ca-143425

## Quick answers

**How is Stewart Wealth Management, Inc. compensated?**
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).

**How much does Stewart Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Hourly rate: $300 an hour (Financial Planning); Flat fee: $2,000 to $12,000 (Financial Planning); Flat fee: $15,000 (Private Placement Consulting Base Engagement Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stewart Wealth Management, Inc. located?**
Stewart Wealth Management, Inc.'s principal office is in San Rafael, CA, according to its Form ADV.

**Is Stewart Wealth Management, Inc. registered with the SEC or a state?**
Stewart Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 143425.

**How much does Stewart Wealth Management, Inc. manage?**
Stewart Wealth Management, Inc. reports $581,542,155 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (91% discretionary).

**How have Stewart Wealth Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Stewart Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (201); individuals (other than high net worth individuals) (145).

**Which custodians does Stewart Wealth Management, Inc. use?**
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.

**Does Stewart Wealth Management, Inc. report any disciplinary disclosures?**
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

**What changed in Stewart Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $501,223,833 to $581,542,155 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Hourly rate: $300 an hour (Financial Planning)

> Our Financial Planning fees are calculated and charged on either an hourly basis or fixed fee basis, depending on the specific arrangement reached with each client. Our maximum hourly rate will not exceed $300 per hour.

- Flat fee: $2,000 to $12,000 (Financial Planning)

> Our fixed fees typically range from $2,000 to $12,000, depending on the specific arrangement reached with the client.

- Flat fee: $15,000 (Private Placement Consulting Base Engagement Fee)

> Our Private Placement Consulting fees are charged on a fixed fee basis as follows: Base Engagement Fee: $15,000. Includes services outlined in your Consulting Agreement for up to 2 private placements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $581,542,155
- Discretionary: $530,000,149
- Non-discretionary: $51,542,006

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $33,761,584 |
| High net worth individuals | 201 | $547,780,571 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NH, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [stewartwealthmgt.com](https://stewartwealthmgt.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $238,829,651 | 3 | March 17, 2021 |
| October 2022 | $303,457,601 | 3 | March 25, 2022 |
| October 2023 | $344,274,757 | 3 | March 8, 2023 |
| October 2024 | $438,089,550 | 3 | March 22, 2024 |
| October 2025 | $501,223,833 | 3 | April 16, 2025 |
| October 2026 | $581,542,155 | 4 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $501,223,833 to $581,542,155 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stewart Wealth Management, Inc. (CRD 143425): Form ADV filing data as of October 2026.