CONSILIUM WEALTH MANAGEMENT

500 La Gonda Way
#210
Danville, California 94526
Tel: 925-365-1087

About CONSILIUM WEALTH MANAGEMENT

CONSILIUM WEALTH MANAGEMENT, formally registered with the SEC as CONSILIUM WEALTH MANAGEMENT. The firm was established in 10/19/2010. They have over 1 offices throughout the country.

CONSILIUM WEALTH MANAGEMENT is a Danville, California based Financial Planning firm with nearly $786,897,919 assets under management, offering retirement planning & investment advisory services to 779 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155343
SEC#	801-71907
Assets Managed by Firm	$786,897,919
No. of Clients	779
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	779	$786,897,919
Individuals (other than high net worth individuals)	25	$15,090,083
High net worth individuals	133	$771,807,836

More Retirement Planning firms in Danville, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Danville, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.