Consilium Wealth Advisory is an investment advisor in Richardson with $222.09 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
455507144
SEC advisor number
801-120593
FINRA CRD number
164993
AUM ?
$222.09 mm
(as of 19 Jun 23)
Accounts
491
(as of 19 Jun 23)
Employees
4
(3 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Demarest, Cliff, Alan | Managing Member/chief Compliance Officer | 08/2012 | > 75% |
Demarest, Susan, Renee | Director of Operations | 06/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22