# STEWART WEALTH MANAGEMENT, INC.

STEWART WEALTH MANAGEMENT, INC. of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 143425
- Type: SEC-registered investment adviser
- SEC file number: 801-110534
- Location: 1050 NORTHGATE DRIVE, SUITE 333, SAN RAFAEL, CA, 94903
- Phone: 415-499-1544
- Latest filing: 2026-03-12
- Regulatory AUM: $581.5M
- Discretionary AUM: $530.0M
- Non-discretionary AUM: $51.5M
- Clients: 4
- Accounts: 1,593

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Benjamin Nmn Stewart | PRINCIPAL, OWNER & CHIEF COMPLIANCE OFFICER | — |
| STEWART HEATHER L | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| STEWART HEATHER LEANNE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| STEWART BENJAMIN | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| STEWART SHELLEY NMN | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Benjamin (Nmn) Stewart | PRINCIPAL, OWNER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143425/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143425/similar
- Related entities: https://search.stillhousedata.com/firm/143425/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143425

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.