
Danville, California-based team brings $1.1 billion in assets to Steward Partners NEW YORK, July 1, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Consilium Wealth Management, adding $1.1 billion in assets to Steward Partners’ platform in its Legacy Division. With the addition of Partner John H. Seo and his nearly ten-member team from Consilium Wealth Management, Steward Partners deepens its rea
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