|
⚲
|
| Stewart Wealth Management Inc
✚
| |
|---|---|
| CRD # | 143425 |
| SEC # | 801-110534 |
| CIK # | |
| AUM | $438.1 MM (2024-03-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 415-499-1544 |
| Address | 1050 Northgate Drive San Rafael, CA 94903 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 57.0 |
| (b) Individuals (high net worth individuals) | 151 | 381.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,489 | 438.1 |
| By Discretionary | ||
| Discretionary | 1,246 | 377.8 |
| Non-Discretionary | 243 | 60.3 |
| Total | 1,489 | 438.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 438.1 | |
| Total | 1,489 | 438.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Oxler Private Wealth LLC
✚
|
NY | 0.4 |
|
Edmonds Duncan Registered Investment Advisors LLC
✚
|
KS | 0.4 |
|
West Oak Capital LLC
✚
|
ID | 0.4 |
|
Wellspring Wealth Management LLC
✚
|
GA | 0.4 |
|
Lisanti Capital Growth LLC
✚
|
NY | 0.4 |
|
Saybrook Capital Corp
✚
|
NY | 0.4 |
|
Impact Capital Partners LLC
✚
|
CO | 0.4 |
|
Burkett Financial Services LLC
✚
|
SC | 0.4 |
|
Moss LUSE & Womble LLC
✚
|
TX | 0.4 |
|
Mascoma Wealth Management LLC
✚
|
NH | 0.4 |