# Stewart Wealth Management

Stewart Wealth Management is a Bank / Wealth / Trust based in San Rafael, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** 1050 Northgate Dr. Suite 333, San Rafael, CA 94903, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** stewartwealthmgt.com
- **LinkedIn:** https://www.linkedin.com/company/stewart-wealth-management

## Regulatory record

- **CRD number:** 143425
- **SEC file number:** 801-110534
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143425

## About

Stewart Wealth Management opened in 2007 after founder Ben Stewart spent seven years as a vice president at Wachovia Securities. The firm runs from a single office at 1050 Northgate Drive in San Rafael, California, and targets households with at least $500,000 in investable assets. Stewart describes the client base as 'pragmatic investors' who have accumulated multiple accounts across 401(k)s, IRAs, mutual funds and real estate and want a consolidated, tax-aware allocation. Portfolios are built on a core-satellite architecture: the base is constructed with exchange-traded funds and income-producing index funds, while smaller satellite positions take sector-based tilts meant to deliver higher volatility and non-correlation. Stewart integrates private real estate investments for accredited clients alongside the liquid ETF sleeve, and the firm reports that household balances above $1 million benefit from lower management fees. Geography is local — Marin County and its surroundings — consistent with a face-to-face advisory practice. The firm operates as a fee-only fiduciary compensated exclusively as a percentage of assets under management. Charles Schwab Institutional has served as the custodian since inception, providing trade execution and back-office support for client accounts. On the team, Jared, a CFP since 2012, joined Stewart in April 2007 after a stint at Ameriprise Financial, while Jesse Beisler handles client relations and accounting. Stewart Wealth Management is a registered investment advisor that functions as a classic ensemble practice: the founder-owner doubles as chief investment officer, portfolio construction is manual rather than model-driven, and the custodian relationship with Schwab Institutional creates a layer of separation between advisory and asset custody. That structure — one-owner CIO, human-designed asset allocation, direct private real estate for HNW clients — distinguishes it from the retail wirehouse model Stewart departed and from automated robo-platforms that otherwise compete for similar account minimums.

## Sectors

- Real Estate
- Income Strategies

## People

- Ben Stewart — President, Chief Investment Officer
- Jared — Certified Financial Planner
- Jesse Beisler — Client Relations & Accounting

## Questions

### Who runs investment decisions at Stewart Wealth Management?

Ben Stewart serves as president and chief investment officer. He founded the firm in 2007 after seven years as a vice president at Wachovia Securities and holds 24 years of experience as a financial advisor and portfolio manager. All portfolio design traces back to his core-satellite framework.

### What is Stewart Wealth Management's investment approach?

The firm builds portfolios around a broad, low-cost core of ETFs and income-producing index funds, surrounded by smaller satellite positions that are sector-based and carry higher expected volatility. For accredited clients, Stewart adds direct private real estate investments alongside the liquid allocation. The stated objective is lower volatility, reduced taxes and fees, and diversified non-correlating assets.

### Who provides custody for Stewart Wealth Management client accounts?

Accounts are held at Charles Schwab Institutional, which has been the firm's custodian since 2007. Stewart Wealth Management does not take physical custody of client assets; the Schwab relationship provides trade execution, back-office support and SIPC insurance on securities and cash.

### Does the firm participate in fund commitments or only direct investments?

The liquid portion of client portfolios is implemented with ETFs and index funds — not private fund commitments. For real estate, Stewart facilitates direct private investments for accredited high-net-worth investors, though the firm does not publish the specific vehicles or deal structures.

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Last updated: 2026-06-03T20:00:00.000Z

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