STEWART WEALTH MANAGEMENT, LLC

STEWART WEALTH MANAGEMENT, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 334077). Regulatory assets under management: $343K.

Registration

• CRD: 334077
• Type: Registered investment adviser
• Location: 999 VANDERBILT BEACH RD, NAPLES, FL, 34108
• Phone: 239-325-5115
• Latest filing: 2026-02-13
• Regulatory AUM: $343K
• Discretionary AUM: $343K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334077 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search