Consilium Wealth Advisory, LLC
● SEC registered since 2021CRD 164993SEC# 801-120593
Reg. AUM
$466M
Employees
7
Accounts
510
Location
—
Consilium Wealth Advisory, LLC assets under management
Consilium Wealth Advisory, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $466 million in regulatory assets under management and employs 7 people.
Consilium Wealth Advisory, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cliff Alan Demarest Control | Managing Member | Over 75% | 2012 |
| Derek Michael Demarest | Owner | 5-10% | 2026 |
| George Kermit Townsend Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Consilium Wealth Advisory, LLC manage?
Consilium Wealth Advisory, LLC reports $466 million in regulatory assets under management on its Form ADV.
How many employees does Consilium Wealth Advisory, LLC have?
Consilium Wealth Advisory, LLC reports 7 employees.
Does Consilium Wealth Advisory, LLC disclose fund performance?
Consilium Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 214-299-5114 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$466M▲ 49%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$466Mregulatory AUM
Discretionary $466M