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Wealth Manager • San Rafael, United States

Stewart Wealth Management

Stewart Wealth Management is a wealth manager based in San Rafael, United States, founded in 2007. Verified contact details, AUM data, and investment preferences on FindLPs.

$344M
Assets Under Mgmt
2007
Year Founded
Wealth Manager
Investor Type
San Rafael, United States
Headquarters
About

Stewart Wealth Management

Strategies to Build Wealth for Pragmatic Investors Get Started Fee-only Compensation SWM only receives fees as a percentage of assets under management. This creates a fiduciary relationship as well as a long term partnership with our client's goals.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.