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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Consilium Wealth Advisory LLC
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|---|---|
| CRD # | 164993 |
| SEC # | 801-120593 |
| CIK # | 0001904906 |
| AUM | $312.6 M (2025-05-02) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 214-299-5114 |
| Address | 3400 North Central Expressway Richardson, TX 75080 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ingersoll-Rand PLC | 20.0 | ||
| Apple Inc | 14.5 | ||
| Wells Fargo & Co/MN | 14.2 | ||
| Nvidia Corp | 11.4 | ||
| Microsoft Corp | 7.5 | ||
| Amazon Com Inc | 5.2 | ||
| Facebook Inc | 5.1 | ||
| Broadcom Inc | 3.6 | ||
| Alphabet Inc | 3.3 | ||
| J P Morgan Chase & Co | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 15.4 |
| (b) Individuals (high net worth individuals) | 46 | 255.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 37.2 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 312.6 |
| By Discretionary | ||
| Discretionary | 465 | 312.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 465 | 312.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.6 | |
| Total | 465 | 312.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904906] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sawyer & Co Inc
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|
MA | 0.3 |
|
Guardian Investment Management LLC
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|
CA | 0.3 |
|
Pflug Koory LLC
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NE | 0.3 |
|
Dibenedetto & Associates Ltd
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IL | 0.3 |
|
Unique Wealth Strategies
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|
IL | 0.3 |
|
Financial Planning Solutions LLC
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|
MA | 0.3 |
|
Hudson Advisor Services Inc
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|
NY | 0.3 |
|
Transcendent Capital Group LLC
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|
OK | 0.3 |
|
Family Wealth Partners LLC
✚
|
NC | 0.3 |
|
Proathlete Wealth Management LLC
✚
|
FL | 0.3 |