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| Happy Holidays!! thanks for using AUM13F!! |
| Stewart Wealth Management Inc
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| CRD # | 143425 |
| SEC # | 801-110534 |
| CIK # | |
| AUM | $501.2 M (2025-04-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 415-499-1544 |
| Address | 1050 Northgate Drive San Rafael, CA 94903 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 33.3 |
| (b) Individuals (high net worth individuals) | 196 | 467.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,541 | 501.2 |
| By Discretionary | ||
| Discretionary | 1,312 | 443.5 |
| Non-Discretionary | 229 | 57.7 |
| Total | 1,541 | 501.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 500.8 | |
| Total | 1,541 | 501.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morganrosel Wealth Management LLC
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|
CO | 0.5 |
|
Three Arch Wealth Management LLC
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|
CA | 0.5 |
|
Westchester Capital Management Inc
✚
|
NE | 0.5 |
|
Giverny Capital Asset Management LLC
✚
|
NY | 0.5 |
|
Virtus Wealth Solutions
✚
|
NJ | 0.5 |
|
Gross & Hartman Investments LLC
✚
|
PA | 0.5 |
|
Wooster Corthell Wealth Management Inc
✚
|
CT | 0.5 |
|
First Advisors National LLC
✚
|
GA | 0.5 |
|
Snider Retirement Strategies Inc
✚
|
WA | 0.5 |
|
Taiber Kosmala & Associates LLC
✚
|
IL | 0.5 |