# Consilium Wealth Advisory, LLC

> Consilium Wealth Advisory, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 164993
- Filed as: CONSILIUM WEALTH ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164993
- AdvisorCensus page: https://advisorcensus.com/firm/consilium-wealth-advisory-llc-164993

## Quick answers

**How is Consilium Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Consilium Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Consilium Wealth Advisory, LLC registered with the SEC or a state?**
Consilium Wealth Advisory, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 164993.

**How much does Consilium Wealth Advisory, LLC manage?**
Consilium Wealth Advisory, LLC reports $465,984,250 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).

**How have Consilium Wealth Advisory, LLC's assets and staff changed since 2021?**
In the Form ADV data for Consilium Wealth Advisory, LLC: Regulatory assets under management: $143,130,201 in the October 2021 data and $465,984,250 in the October 2026 data, up 226%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Consilium Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); individuals (other than high net worth individuals) (50); corporations or other businesses not listed above (14).

**Which custodians does Consilium Wealth Advisory, LLC use?**
Consilium Wealth Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Consilium Wealth Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164993

**Does Consilium Wealth Advisory, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 28, 2026 says: "Consilium does not require a minimum to open an account."

**What changed in Consilium Wealth Advisory, LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $404,565,357 to $465,984,250 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 28, 2026)

- Account minimum: None

> Consilium does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $465,984,250
- Discretionary: $465,984,250
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $19,096,246 |
| High net worth individuals | 54 | $384,792,517 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $8,270,089 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 14 | $53,825,398 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- consilium-llc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $143,130,201 | 4 | August 6, 2021 |
| October 2022 | $247,719,618 | 4 | August 31, 2022 |
| October 2023 | $222,094,845 | 4 | September 18, 2023 |
| October 2024 | $263,109,967 | 5 | February 7, 2024 |
| October 2025 | $312,556,746 | 5 | May 2, 2025 |
| October 2026 | $465,984,250 | 7 | May 28, 2026 |

Regulatory assets under management: $143,130,201 in the October 2021 data and $465,984,250 in the October 2026 data, up 226%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $404,565,357 to $465,984,250 (+15%).
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Employees performing advisory functions went from 4 to 5.

### April 2026
- Regulatory assets under management went from $312,556,746 to $404,565,357 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Consilium Wealth Advisory, LLC (CRD 164993): Form ADV filing data as of October 2026.