Consilium Wealth Advisory, LLC
Consilium Wealth Advisory, LLC is an SEC-registered wealth manager with $466.0M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Consilium Wealth Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164993, SEC 801-120593, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $466.0M (2026-05-28)
- Firm type
- Wealth Manager
- Employees
- 7
- Clients
- 120
- CRD
- 164993
- Ownership
- DEMAREST, CLIFF, ALAN; DEMAREST, SUSAN, RENEE; Demarest, Kaley, Solenne; Demarest, James, David; TOWNSEND, GEORGE, KERMIT
How much AUM does Consilium Wealth Advisory, LLC have?
Consilium Wealth Advisory, LLC reported $466.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Consilium Wealth Advisory, LLC?
Disclosed owners and executives of Consilium Wealth Advisory, LLC include DEMAREST, CLIFF, ALAN, DEMAREST, SUSAN, RENEE, Demarest, Kaley, Solenne, Demarest, James, David, TOWNSEND, GEORGE, KERMIT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.