Stewart & Associates, Pllc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 159486
· SEC file 801-136368
· Missoula, MT
· pathfinderplanmt.com
☆ Save with Pro
ADV data as of Aug 21, 2026
- Regulatory AUM
- $122M
- Discretionary
- $122M
- Clients
- 79
- Avg AUM / client
- $1.5M
- Accounts
- 375
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $8.7M | 7.07% |
| High net worth individuals | 60 | $113M | 92.7% |
| Charitable organizations | 1 | $246K | 0.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hannah Lynne Santa Cruz | Registered representative | CFP | May 2026 (0y) | |
| Jill Marie Tripp | Registered representative | CFP | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 853 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Altruist Financial $120M (98% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 21, 2026.
View current Form ADV (SEC/IAPD) ↗