Consilium Wealth Advisory, LLC

Consilium Wealth Advisory, LLC (CRD# 164993) is a financial advisory firm headquartered in Richardson, TX. They manage $263,109,967 in 541 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3400 North Central Expressway, Suite 110-202, Richardson, TX 75080
https://www.consilium-llc.com
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $486,340
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, OR, TX

Financial Advisors at Consilium Wealth Advisory, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nicholas Blankl, financial advisor West Linn OR
Nicholas A. Blankl
CRD#: 5665260
West Linn, OR

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 Demarest, financial advisor Richardson TX
Cliff A. Demarest
CRD#: 4603776
3400 North Central Expressway, Suite 110-202, Richardson, TX 75080

Cliff Demarest (CRD# 4603776) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in Richardson, TX and has over 11 years of experience in the finance industry.

3
George Townsend, financial advisor Richardson TX
George K. Townsend
CRD#: 6114451
3400 North Central Expressway, Suite 110-202, Richardson, TX 75080

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.

4
James Demarest, financial advisor Richardson TX
James D. Demarest
CRD#: 7822723
3400 North Central Expressway, Suite 110-202, Richardson, TX 75080

James Demarest (CRD# 7822723) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in Richardson, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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