Stewart Wealth Management, Inc.

Stewart Wealth Management, Inc. (CRD# 143425) is a financial advisory firm headquartered in San Rafael, CA. They manage $141,204,731 in 840 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    840
    ACCOUNTS
  • Average Account Value
    $168,101
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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 - 3 of 3 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 17 years of experience in the finance industry.

2
Jared C. Barnecut
CRD#: 5129271
1050 Northgate Drive, Suite 333, San Rafael, CA 94903
96
Wealthminder
score

Jared Barnecut (CRD# 5129271) is an Investment Advisor Representative working at Stewart Wealth Management, Inc. in San Rafael, CA and has over 11 years of experience in the finance industry. Jared Barnecut has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David P. Wolfensperger
CRD#: 2406261
1050 Northgate Drive, Suite 333, San Rafael, CA 94903
96
Wealthminder
score

David Wolfensperger (CRD# 2406261) is an Investment Advisor Representative working at Stewart Wealth Management, Inc. in San Rafael, CA and has over 23 years of experience in the finance industry. David Wolfensperger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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