STEWART WEALTH MANAGEMENT, INC.

Overview

Stewart Wealth Management, Inc. is an independent, individual-owned RIA that manages portfolios for individuals and families with a fee model that combines a percentage of assets under management and fixed fees. The firm shows a clear preference for equity-centric portfolios, using exchange-traded equities as its primary building block while supplementing equity exposure with corporate debt and mutual funds for income and risk management. With the majority of its assets managed on a discretionary basis, the firm appears to run actively managed client accounts rather than acting primarily in a consultative or advisory-only role. Investment activity emphasizes liquid public markets for core exposures and the use of third-party managers for alternatives. The firm’s advisory services are focused on financial planning and portfolio management for individuals and small businesses. Stewart Wealth Management is not registered as a multi-state adviser, suggesting a geographically concentrated client base and operational footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices