On July 1, 2025, Steward Partners announced its acquisition of Consilium Wealth Management.
Steward Partners (“Steward”) announced, on July 1, 2025, that it acquired Consilium Wealth Management (“Consilium”). Consilium brings its entire ten-member team to Steward. Further terms of the transaction were not disclosed.
Steward, based in New York, is an independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. As of January 2025, Steward managed over $40 billion in client assets.
Consilium, based in Danville, California, is a boutique registered investment advisor specializing in holistic financial planning and investment management for high-net-worth individuals and families. Consilium has approximately $1.1 billion in assets.
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