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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 |
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