No longer SEC-registered. Consilium Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$786.9M
Employees
9
Accounts
779
Location
Danville, CA
Consilium Wealth Management, LLC assets under management
Consilium Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Danville, CA. It reports $786.9 million in regulatory assets under management and employs 9 people.
How much does Consilium Wealth Management, LLC manage?
Consilium Wealth Management, LLC reports $786.9 million in regulatory assets under management on its Form ADV.
How many employees does Consilium Wealth Management, LLC have?
Consilium Wealth Management, LLC reports 9 employees.
Where is Consilium Wealth Management, LLC located?
Consilium Wealth Management, LLC is based in Danville, CA.
Does Consilium Wealth Management, LLC disclose fund performance?
Consilium Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.