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Consilium Wealth Advisory, LLC

● SEC registered since 2021CRD 164993SEC# 801-120593Richardson, TX
Export (members)
Reg. AUM
$312.6M
Employees
5
Accounts
465
Location
Richardson, TX

Consilium Wealth Advisory, LLC assets under management

Consilium Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Richardson, TX. The firm has been registered since 2021. It reports $312.6 million in regulatory assets under management and employs 5 people.
www.consilium-llc.comView on SEC.gov ↗

Consilium Wealth Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cliff Alan Demarest ControlManaging Member/Chief Compliance OfficerOver 75%2012
Susan Renee DemarestDirector Of OperationsUnder 5%2018

Frequently asked questions

How much does Consilium Wealth Advisory, LLC manage?

Consilium Wealth Advisory, LLC reports $312.6 million in regulatory assets under management on its Form ADV.

How many employees does Consilium Wealth Advisory, LLC have?

Consilium Wealth Advisory, LLC reports 5 employees.

Where is Consilium Wealth Advisory, LLC located?

Consilium Wealth Advisory, LLC is based in Richardson, TX and has been SEC-registered since 2021.

Does Consilium Wealth Advisory, LLC disclose fund performance?

Consilium Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3400 North Central Expressway, Suite 110-202, Richardson, TX 75080
Phone214-299-5114
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$312.6M
Non-discretionary$0
Total (RAUM)$312.6M