Financial services firm Steward Partners welcomes Consilium Wealth Management, a team with assets under management totalling $1.1 billion, to their ranks.
In a strategic move that further cements its position in the financial services industry, Steward Partners Global Advisory has announced the acquisition of Consilium Wealth Management. The deal, effective from July 1, 2025, adds $1.1 billion in assets to Steward Partners' platform and significantly expands the firm's presence in Northern California.
Founded in 2010 by John H. Seo in Danville, California, Consilium Wealth Management has built a reputation for its tailored approach to financial planning and investment management, catering to high-net-worth individuals and families throughout the region. With over 50 years of combined experience, the team at Consilium is recognized for its holistic planning, aligning wealth strategies with each client’s unique goals and values.
John H. Seo, the managing partner of Consilium, leads a nearly ten-member team that brings extensive experience and specialized knowledge to client relationships. The team's services include comprehensive financial planning, investment management, and holistic planning that integrates investment, tax, and estate strategies to support clients’ long-term objectives and values.
The acquisition by Steward Partners is seen as an opportunity to enhance Consilium's capabilities and infrastructure, further reinforcing its commitment to delivering exceptional service and support to its clients. The Legacy Division, designed by Steward Partners, is particularly suited for advisors planning retirement, team transitions, or strategic growth.
Scott Danner, EVP & Head of Legacy at Steward Partners, stated, "John H. Seo and his team at Consilium Wealth Management represent exceptional talent. The addition of John and his team enhances Steward Partners' presence in Northern California."
Steward Partners, an employee-owned, independent financial services firm, offers a flexible framework for established advisory teams seeking succession and continuity solutions. The Legacy Division enables advisors to maintain their identity while utilizing the scale, resources, and operational support of a national firm.
The acquisition by Steward Partners is a testament to the momentum built by the firm. Since its founding in 2013, Steward Partners has firmly established itself as one of the industry's most rapidly growing and influential RIA firms. The inclusion of Seo and his team further accelerates Steward Partners' trajectory, bringing their expertise and high-caliber clients to the table.
Consilium Wealth Management manages client portfolios exceeding $10 million in assets, and the integration is expected to strengthen Steward Partners' capabilities in this segment. The deal underscores Steward Partners' commitment to growth and its vision to become the leading independent wealth management firm in the United States.
John H. Seo, the managing partner of Consilium Wealth Management, will bring his team's expertise in personal-finance and investing to Steward Partners Global Advisory, further expanding their business in the high-net-worth individual and family segment. This acquisition by Steward Partners is a strategic move to enhance their capabilities and infrastructure in the Northern California market, aiming to deliver exceptional service and support to their clients, while also growing their assets under management, particularly in the personal-finance segment exceeding $10 million.
