STEWART WEALTH MANAGEMENT, INC. of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 143425). Regulatory assets under management: $581.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |