STEWART WEALTH MANAGEMENT, LLC

Overview

Stewart Wealth Management, LLC is a small independent registered investment adviser that focuses on serving individual and family clients and small businesses. The firm positions itself as a capital allocator for a very limited client base, combining financial planning with discretionary portfolio management and the selection of outside advisers when needed. Its fee mix includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements, which suits clients who need both ongoing portfolio oversight and stand-alone planning work. Investment activity is tilted toward liquid equity exposure: the firm’s stated preference is equities, and exchange-traded instruments make up the most-used asset type. Stewart Wealth Management, LLC is not an active ESG investor. For clients who need exposure beyond public markets, the firm uses third‑party managers to access real estate strategies and supplements core portfolios with mutual funds and annuities where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices