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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-1995
- Office Locations
- 1
Office Locations
About Family Steward Wealth Consulting®
Family Steward Wealth Consulting® is a Hobe Sound-based RIA. The firm has been operating for 31 years. Managing $105.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 31, 2011 and February 3, 2012, reported AUM decreased 4.8%, from $52.6M to $50.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 64 clients, or 32 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Vehicles
- Services
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Owner & Executives
WALTER FRANCIS BURNS III
President
- CRD
- #1410185
- Ownership
- 75% or more
CAROL H CHESSER
Chief Compliance Officer, Principal, VICE PRESIDENT
- CRD
- #2118118
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,078,046 | $234,981 |
| Non-Discretionary | $0 | -- |
| Total | $105,078,046 | $234,981 |
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Separately Managed Accounts
SMA allocation detail is available
Family Steward Wealth Consulting® has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.