Stewart Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$343,000
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$85,750
About
Stewart Wealth Management LLC is an independent, state‑registered adviser founded in 2025 and operated by a single advisor. The firm offers discretionary asset management, financial planning (fixed‑fee or hourly) and consulting to individuals, high‑net‑worth clients, charitable organizations and business entities, and as of June 2025 reports about $343,000 in assets under management across four clients.
Stewart Wealth typically manages accounts on a discretionary basis and may use model portfolios from Altruist’s Model Marketplace or appoint sub‑advisors; its stated methods of analysis include fundamental, technical, charting, cyclical analysis and Monte Carlo planning. Described strategies range from long‑ and short‑term holdings to options and margin trading, clients may impose written investment restrictions, and the firm indicates it has no account minimums.
Distinctive features include the principal’s ongoing role as a licensed insurance agent—approximately 50% of his time—which the brochure discloses creates potential conflicts because he receives commissions for insurance sales. The firm also discloses an institutional relationship with Altruist that provides technology and other support tied to platform asset thresholds (currently $5 million), and it does not vote client proxies (clients receive proxy materials directly from custodians).
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Income planning
Tax-loss harvesting
Options & derivatives strategies
Cash flow / budgeting
Fee options
Financial planning fixed fee between $500 and $2,000, negotiable
$0 - $500,000: 2.15% annually $500,001 - $1,000,000: 1.9% annually $1,000,001 - $5,000,000: 1.5% annually $5,000,001 - $10,000,000: 1.0% annually Over $10,000,000+: 0.75% annually
Investment Advisor Representatives receive commissions from sales of insurance products; separate from advisory fees
Financial planning services hourly rate of $150 per hour
Fee-only: Financial planning hourly fee: $150 per hour; Fixed fees for financial planning between $500 and $2,000, negotiable
Main office location
Stewart Wealth Management, LLC
999 Vanderbilt Beach Rd, Suite 200
Naples FL 34108, United States
Number of offices
2
Most active in
Stewart Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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