CONSILIUM WEALTH ADVISORY, LLC
Firm details
- Headquarters
- ,
- CRD number
- 164993
- Registered since
- March 24, 2021
- Website
- consilium-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.58%
- Corporations / Businesses11.55%
- Individuals4.1%
- Charitable Organizations1.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Consilium Wealth Advisory, LLC is an independent registered investment advisor that began SEC registration in 2021 and is structured as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its compensation blends percentage-of-AUM fees with fixed-fee arrangements, and it identifies itself as a capital allocator that directs client capital to external managers and funds. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities37%
- Other9%
- Cash & Cash Equivalents6%
Contacts
3 of 8NICHOLAS BLANKL
Managing DirectorCRD 5665260
CLIFF DEMAREST
Managing PrincipalCRD 4603776
Eduardo Gandara
Client Service AssociateCRD 8259440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$139M in ETFs
74%
$103M
26%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $33.5M | 858,597 | 24.04% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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