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Scout the DayOneLead fox with a California new business filings stampEvery new California business filing, every day
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  3. Windsor
  4. Wealth Management

New Wealth Management Businesses in Windsor, CA

1 wealth management businesses recently registered in Windsor, California.

Updated August 19, 2026 · Most recent business filing Nov 11, 2025

1
Total Filings
Nov 11, 2025
Most Recent
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About Wealth Management Businesses in Windsor

This page lists new wealth management businesses registered in Windsor, California. We currently track 1, sourced directly from the California Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Stewart Wealth Advisory Group. The most recent wealth management business filing was on Nov 11, 2025.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Windsor, this is one of the freshest prospect lists in the market.

Use recent wealth management registrations in Windsor as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Stewart Wealth Advisory Group

Nov 11, 2025
Wealth ManagementVerifiedWindsor, CA

Stewart Wealth Management is a fee-only wealth management firm based in San Rafael, CA, serving pragmatic investors. The firm manages assets under a fiduciary model, as described on their website. The newly registered LLC likely represents the same entity.

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