Stephen House
Family WMS · Memphis, Tennessee
Stephen House is a fee-only financial advisor at Family WMS in Memphis, Tennessee. Family WMS reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Family WMS |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $571.6M across 554 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 4784114 |
| Exams passed | Series 65 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.familywms.com |
How Stephen's firm compares
- Family WMS's average account is about $1.0 million, from its Form ADV (assets managed divided by 554 accounts).
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Questions about Stephen
Is Stephen House a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Family WMS reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Family WMS, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephen House based?
Stephen House is based in Memphis, Tennessee.
Is Stephen House registered with the SEC?
Yes. Stephen House is registered as an investment adviser representative in TN and TX (CRD 4784114), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family WMS manage?
Family WMS reports $571.6M across 554 accounts in assets under management.
How do I contact Stephen House?
Through Stephen's website, www.familywms.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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