CONSILIUM WEALTH MANAGEMENT
CONSILIUM WEALTH MANAGEMENT, LLC Legal Name
Adviser information for CONSILIUM WEALTH MANAGEMENT last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 710 | $561.3M |
| Non-Discretionary | 59 | $84.5M |
| Total | 769 | $645.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 32 | $18.5M |
| HNW Individuals | 127 | $627.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-71907 |
|---|---|
| SEC ERA File Number | 801-71907 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155343 |
| Legal Entity Identifier | None |
Principal Office
500 LA GONDA WAY#210
DANVILLE
CA
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 925-365-1087, Fax: 925-804-6688
Websites
Chief Compliance Officer
JOHN H. SEO
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
500 LA GONDA WAY
#210
DANVILLE
CA
United States
Tel:
925-365-1087
Fax:
925-804-6688
I***@**************M
(Full email address available in API data)
Industry Affiliates
| CONSILIUM INSURANCE SERVICES | Insurance company or agency |
| SIMPLEX WEALTH MANAGEMENT | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SEO, JOHN, HO | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 09/2010 | > 75% |