CRD: 334077
Stewart Wealth Management, LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2025
- Office Locations
- 1
Office Locations
About Stewart Wealth Management, LLC
Stewart Wealth Advisors (Stewart Wealth Management LLC) works with retirees and those nearing retirement on retirement-income planning, asset protection, family legacy planning, and extended-care solutions, blending portfolio/asset management with insurance-based strategies (including hybrid plans). Led by Certified Financial Fiduciary consultants Gary and Daniel Stewart, the firm also publishes educational content via annuity.com and serves clients in Florida and Virginia.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DANIEL MATTHEW STEWART
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6610176
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $343,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $343,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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