CRD: 143425
Stewart Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company · First Republic Bank · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-29-2007
- Office Locations
- 1
Office Locations
About Stewart Wealth Management, Inc.
Stewart Wealth Management is a fee-only RIA serving high-net-worth households (typically $1M+ balances; $500k minimum). The firm builds low-cost, tax-efficient, durable portfolios using proactive ETF-based strategies and bespoke asset allocations; for some clients, allocations may include private real estate. Client accounts are custodied at Schwab Institutional (since 2007).
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Owner & Executives
BENJAMIN (NMN) STEWART
Chief Compliance Officer, Financial Advisor, General Partner, Owner, PRINCIPAL
- CRD
- #4350475
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JARED CURTIS BARNECUT
Financial Advisor, General Partner
- CRD
- #5129271
DAVID POTTER WOLFENSPERGER
Advisor
- CRD
- #2406261
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $530,000,149 | $387,994 |
| Non-Discretionary | $51,542,006 | $227,057 |
| Total | $581,542,155 | $365,061 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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