CONSILIUM WEALTH ADVISORY, LLC of RICHARDSON, TX is an SEC-registered investment adviser (CRD 164993). Regulatory assets under management: $466.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Cliff Alan Demarest | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Susan Renee Demarest | DIRECTOR OF CLIENT DELIGHT; DIRECTOR OF OPERATIONS | — |
| DEMAREST CLIFF ALAN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| DEMAREST SUSAN RENEE | DIRECTOR OF OPERATIONS | — |
| James David Demarest | OWNER | — |
| George Kermit Townsend | CHIEF COMPLIANCE OFFICER | — |
| Derek Michael Demarest | OWNER | — |
| Kaley Solenne Demarest | OWNER | — |