# CONSILIUM WEALTH ADVISORY, LLC

CONSILIUM WEALTH ADVISORY, LLC of RICHARDSON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 164993
- Type: SEC-registered investment adviser
- SEC file number: 801-120593
- Location: 3400 NORTH CENTRAL EXPRESSWAY, SUITE 110-202, RICHARDSON, TX, 75080
- Phone: 214-299-5114
- Latest filing: 2026-05-28
- Regulatory AUM: $466.0M
- Discretionary AUM: $466.0M
- Clients: 7
- Accounts: 510

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164993/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164993/similar
- Related entities: https://search.stillhousedata.com/firm/164993/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164993

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.