CONSILIUM WEALTH MANAGEMENT, LLC

CONSILIUM WEALTH MANAGEMENT, LLC of DANVILLE, CA is an SEC-registered investment adviser (CRD 155343). Regulatory assets under management: $786.9M.

Registration

• CRD: 155343
• SEC file number: 801-71907
• Type: Registered investment adviser
• Location: 500 LA GONDA WAY, #210, DANVILLE, CA, 94526
• Phone: 925-365-1087
• Latest filing: 2025-02-07
• Regulatory AUM: $786.9M
• Discretionary AUM: $664.6M
• Non-discretionary AUM: $122.3M
• Clients: 9
• Accounts: 779

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155343 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search