Wealth Manager · San Rafael, United States

Stewart Wealth Management

AUM $344MFounded 20076 contactswww.stewartwealthmgt.com

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.

Real estate mandate

PROPERTY FOCUS
Multifamily, Industrial, Retail
STRATEGY
Not stated
DEAL FORMAT
Fund commitments
TARGET MARKETS
Not stated

Contacts at Stewart Wealth Management

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Recent activity

Mar 12, 2026 · Filed an SEC adviser update (Form ADV)View filing
Mar 12, 2026 · Filed an SEC adviser update (Form ADV)View filing
See all investor activity

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