Stewart Wealth Management, Inc.

Stewart Wealth Management, Inc. (CRD# 143425) is a financial advisory firm headquartered in San Rafael, CA. They manage $438,089,550 in 1,489 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1050 Northgate Drive, Suite 333, San Rafael, CA 94903
https://www.stewartwealthmgt.com
By the Numbers
  • Total Assets Under Management
    438
    MILLION
  • Total Number of Accounts
    1,489
    ACCOUNTS
  • Average Account Value
    $294,217
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NH, TX, VA, WA

Financial Advisors at Stewart Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jared Barnecut, financial advisor San Rafael CA
Jared C. Barnecut
CRD#: 5129271
1050 Northgate Drive, Suite 333, San Rafael, CA 94903

Jared Barnecut (CRD# 5129271) 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
Benjamin Stewart, financial advisor San Rafael CA
Benjamin (. Stewart
CRD#: 4350475
1050 Northgate Drive, Suite 333, San Rafael, CA 94903

Benjamin Stewart (CRD# 4350475) 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.

3
David Wolfensperger, financial advisor San Rafael CA
David P. Wolfensperger
CRD#: 2406261
1050 Northgate Drive, Suite 333, San Rafael, CA 94903

David Wolfensperger (CRD# 2406261) is an Investment Advisor Representative working at Stewart Wealth Management, Inc. in San Rafael, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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