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, SEC-registered RIA organized as an LLC and operating as a capital allocator to both individuals/families and institutional clients. Since registering in 2021, the firm has offered fee-based investment management and financial planning alongside fixed-fee arrangements. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection and oversight of third‑party advisers. The firm does not describe itself as an active ESG investor and does not list pension consulting among its services.
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%
Owners & executives
1 of 1Kaley Demarest
Administrative CoordinatorCRD 8268341
Contacts
3 of 7
Nicholas 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
$152M in ETFs
74%
$113M
26%
$39.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $36.9M | 894,894 | 24.26% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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