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
500 La Gonda Way, #210, Danville, CA 94526
http://www.consiliumwm.com
By the Numbers
  • Total Assets Under Management
    646
    MILLION
  • Total Number of Accounts
    769
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Consilium Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Tracy Jao, financial advisor San Ramon CA
Tracy Jao
CRD#: 3171897
3160 Crow Canyon Rd, Ste. 150, San Ramon, CA 94583

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, financial advisor Danville CA
John H. Seo
CRD#: 3175582
500 La Gonda Way, #210, Danville, CA 94526

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.

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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