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| Consilium Wealth Advisory LLC
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|---|---|
| CRD # | 164993 |
| SEC # | 801-120593 |
| CIK # | 0001904906 |
| AUM | 466.0 M (2026-05-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 214-299-5114 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904906 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.6 | ||
| Ingersoll-Rand PLC | 18.6 | ||
| Nvidia Corp | 12.8 | ||
| Wells Fargo & Co/MN | 12.3 | ||
| Alphabet Inc | 7.4 | ||
| Microsoft Corp | 6.1 | ||
| Amazon Com Inc | 5.7 | ||
| SPDR Gold Trust | 5.6 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Facebook Inc | 4.4 | ||
| Broadcom Inc | 4.4 | ||
| Lilly Eli & Co | 3.4 | ||
| Wal Mart Stores Inc | 3.2 | ||
| General Electric Co | 3.1 | ||
| GE Vernova Inc | 3.0 | ||
| Micron Technology Inc | 2.5 | ||
| Applied Materials Inc /DE | 2.4 | ||
| United Technologies Corp /DE/ | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 19.1 |
| (b) Individuals (high net worth individuals) | 54 | 384.8 |
| (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 | 8.3 |
| (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 | 14 | 53.8 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 466.0 |
| By Discretionary | ||
| Discretionary | 510 | 466.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 510 | 466.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.0 | |
| Total | 510 | 466.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904906] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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LPWM LLC
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