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CONSILIUM WEALTH ADVISORY, LLC
3400 North Central Expressway
Suite 110-202
Richardson, Texas 75080
Tel: 214-299-5114
About CONSILIUM WEALTH ADVISORY, LLC
CONSILIUM WEALTH ADVISORY, LLC, formally registered with the SEC as CONSILIUM WEALTH ADVISORY, LLC. The firm was established in 03/24/2021. They have over 2 offices throughout the country.
CONSILIUM WEALTH ADVISORY, LLC is a Richardson, Texas based Financial Planning firm with nearly $312,556,746 assets under management, offering retirement planning & investment advisory services to 465 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164993 |
| SEC# | 801-120593 |
| Assets Managed by Firm | $312,556,746 |
| No. of Clients | 465 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 465 | $312,556,746 |
| Individuals (other than high net worth individuals) | 44 | $15,408,461 |
| High net worth individuals | 46 | $255,636,272 |
| Charitable organizations | 2 | $4,264,058 |
| Corporations or other businesses | 11 | $37,247,955 |
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