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Director of Tax · Family WMS, LLC

Steven E. House

CRD 4784114 · Named on Form ADV at one SEC-registered adviser

At a glance

Family WMS, LLC, an SEC-registered wealth manager based in Athens, GA with $572 million in regulatory assets, lists Steven E. House on its Form ADV as Director of Tax.

Firms and roles

  • Family WMS, LLCDirector of TaxWealth manager · Athens, GA · $572M in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.