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Principal, Owner & Chief Compliance Officer · Stewart Wealth Management, Inc.

Benjamin (. Stewart

CRD 4350475 · Named on Form ADV at one SEC-registered adviser

At a glance

Stewart Wealth Management, Inc., an SEC-registered wealth manager based in SAN Rafael, CA with $582 million in regulatory assets, lists Benjamin (. Stewart on its Form ADV as Principal, Owner & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.