Consilium Wealth Management

Consilium Wealth Management (CRD# 155343) is a financial advisory firm headquartered in San Ramon, CA. They manage $321,655,531 in 638 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    638
    ACCOUNTS
  • Average Account Value
    $504,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Consilium Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Tracy Jao
CRD#: 3171897
3160 Crow Canyon Rd, Ste. 150, San Ramon, CA 94583
96
Wealthminder
score

Tracy Jao (CRD# 3171897) is an Investment Advisor Representative working at Consilium Wealth Management in San Ramon, CA and has over 18 years of experience in the finance industry. Tracy Jao 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.

2
John H. Seo
CRD#: 3175582
3160 Crow Canyon Rd, Ste. 150, San Ramon, CA 94583
96
Wealthminder
score

John Seo (CRD# 3175582) is an Investment Advisor Representative working at Consilium Wealth Management in San Ramon, CA and has over 18 years of experience in the finance industry. John Seo 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.

3
Michael G. Jensen
CRD#: 5848722
3160 Crow Canyon Rd., Ste. 150, San Ramon, CA 94583
90
Wealthminder
score

Michael Jensen (CRD# 5848722) is an Investment Advisor Representative working at Consilium Wealth Management in San Ramon, CA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.