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CONSILIUM WEALTH ADVISORY, LLC
CRD 164993 · SEC 801-120593
CA, United States
Phone
214-299-5114
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$466.0M
Discretionary AUM
$466.0M
Team
7 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $19.1M |
| High net worth individuals | 54 | $384.8M |
| Charitable organizations | 2 | $8.3M |
| Corporations/business entities | 14 | $53.8M |
States served
CA, CO, GA, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD