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Building 2CONSILIUM WEALTH ADVISORY, LLC

Map pin
Phone214-299-5114
NotebookSEC #801-120593
Total AUM
$466M
Employees
7
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
214-299-5114
Other Offices
1

ReceiptFinancials

Total AUM
$466M
Accounts
510
Discretionary
$466M
Accounts
510
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$19.1M
HNW Individual Clients
54
AUM
$384.8M
Charitable Organization Clients
2
AUM
$8.3M
Corporation or Business Clients
14
AUM
$53.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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