Consilium Wealth Management, LLC
CRD 155343SEC# 801-71907Danville, CA
No longer SEC-registered. Consilium Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$786.9M
Employees
9
Accounts
779
Location
Danville, CA
Consilium Wealth Management, LLC assets under management
Consilium Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Danville, CA. It reports $786.9 million in regulatory assets under management and employs 9 people.
Consilium Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Ho Seo Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Consilium Wealth Management, LLC manage?
Consilium Wealth Management, LLC reports $786.9 million in regulatory assets under management on its Form ADV.
How many employees does Consilium Wealth Management, LLC have?
Consilium Wealth Management, LLC reports 9 employees.
Where is Consilium Wealth Management, LLC located?
Consilium Wealth Management, LLC is based in Danville, CA.
Does Consilium Wealth Management, LLC disclose fund performance?
Consilium Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 la Gonda Way, #210, Danville, CA 94526 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$786.9MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$786.9Mregulatory AUM
Discretionary $664.6MNon-discretionary $122.3M