Stewart Wealth Management, Inc.

Stewart Wealth Management, Inc. (CRD# 143425) is a financial advisory firm headquartered in San Rafael, CA. They manage $94,609,861 in 688 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    688
    ACCOUNTS
  • Average Account Value
    $137,514
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Stewart Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin Stewart
CRD#: 4350475
1050 Northgate Drive, Suite 50, San Rafael, CA 94903
98
Wealthminder
score

Benjamin Stewart (CRD# 4350475) is an Investment Advisor Representative working at Stewart Wealth Management, Inc. in San Rafael, CA and has over 16 years of experience in the finance industry.

2
Jared C. Barnecut
CRD#: 5129271
1100 Larkspur Landing Circle, Suite 101, Larkspur, CA 94939
93
Wealthminder
score

Jared Barnecut (CRD# 5129271) is an Investment Advisor Representative working at Stewart Wealth Management, Inc. in Larkspur, CA and has over 11 years of experience in the finance industry.

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