Overview
Assets Under Management: $787 million
Headquarters: DANVILLE, CA
High-Net-Worth Clients: 133
Average Client Assets: $6 million
Frequently Asked Questions
CONSILIUM WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155343), CONSILIUM WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CONSILIUM WEALTH MANAGEMENT, LLC is headquartered in DANVILLE, CA.
CONSILIUM WEALTH MANAGEMENT, LLC serves 133 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, CONSILIUM WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CONSILIUM WEALTH MANAGEMENT, LLC manages $787 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, CONSILIUM WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.08
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 779
Discretionary Accounts: 718
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 155343
Last Filing Date: 2025-02-07 00:00:00
Website: https://consiliumwm.com