Consilium Wealth Management
Consilium Wealth Management (CRD# 155343) is a financial advisory firm headquartered in Danville, CA. They manage $645,804,997 in 769 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Consilium Wealth Management
By the Numbers
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Total Assets Under Management646MILLION
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Total Number of Accounts769ACCOUNTS
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Average Account Value$839,798
Compensation Options
- A percentage of assets under your management
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Consilium Wealth Management
1
Tracy Jao (CRD# 3171897) is an Investment Advisor Representative working at Consilium Wealth Management in San Ramon, CA and has over 24 years of experience in the finance industry.
2
John Seo (CRD# 3175582) is an Investment Advisor Representative working at Consilium Wealth Management in Danville, CA and has over 25 years of experience in the finance industry.
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