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, owner-operated RIA that registered with the SEC in 2021. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting third-party managers on behalf of its clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements combine percentage-of-AUM and fixed-fee schedules. Consilium does not report being an active ESG 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%
Owners & executives
1 of 1Kaley Demarest
Administrative CoordinatorCRD 8268341
Contacts
3 of 7
Nicholas Blankl
Managing DirectorCRD 5665260
George Townsend
Managing DirectorCRD 6114451
Cliff Demarest
Managing PrincipalCRD 4603776
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%
$39.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $36.8M | 887,115 | 24.19% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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