Consilium Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 29, 2026, reports $405M in regulatory assets under management, 6 employees, 1 office, and 523 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.0% of total clients.
Top client categories% of clientsClients
1
HNWI
45.0%
54
2
Individuals
41.7%
50
3
Corporations
11.7%
14
4
Charitable
1.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$466Mas of May 28, 2026
Discretionary100.0%
$466M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$466M
Total Accounts510
10Y AUM Change+$323M (+225.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee17:1
10Y Employee Change+3 (+75.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.