Consilium Wealth Advisory, LLC

Consilium Wealth Advisory, LLC (CRD# 164993) is a financial advisory firm headquartered in , . They manage $96,969,122 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $889,625
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OR, TX

Financial Advisors at Consilium Wealth Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nicholas A. Blankl
CRD#: 5665260
West Linn, OR
90
Wealthminder
score

Nicholas Blankl (CRD# 5665260) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in West Linn, OR and has 1 year of experience in the finance industry.

2
Cliff A. Demarest
CRD#: 4603776
Richardson, TX
90
Wealthminder
score

Cliff Demarest (CRD# 4603776) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in Richardson, TX and has over 4 years of experience in the finance industry.

3
George K. Townsend
CRD#: 6114451
Richardson, TX
90
Wealthminder
score

George Townsend (CRD# 6114451) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in Richardson, TX and has 1 year of experience in the finance industry. George Townsend has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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