RIA Intel›Advisers›Texas›CONSILIUM WEALTH ADVISORY, LLC

CONSILIUM WEALTH ADVISORY, LLC

Advisory

N·RICHARDSON, TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$405M
1-Year AUM Growth
+18.5%
3-Year CAGR
+22.5%
Employees
4
Assets Under Management
Total AUM$405M
Discretionary AUM$405M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients103
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingFeb 22, 2021
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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