RIA Intel›Advisers›Florida›STEWART WEALTH MANAGEMENT LLC

STEWART WEALTH MANAGEMENT LLC

Advisory

NAPLES, FL

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in FL

#2,551

of 2,610 advisers by AUM

Average account

$69K

across 5 accounts

AUM per adviser

$343K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$343K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$343K

Discretionary AUM$343K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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