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| Happy Holidays!! thanks for using AUM13F!! |
| Consilium Wealth Management LLC
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|---|---|
| CRD # | 155343 |
| SEC # | 801-71907 |
| CIK # | |
| AUM | $786.9 M (2025-02-07) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Phone | 925-365-1087 |
| Address | 500 La Gonda Way Danville, CA 94526 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 15.1 |
| (b) Individuals (high net worth individuals) | 133 | 771.8 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 779 | 786.9 |
| By Discretionary | ||
| Discretionary | 718 | 664.6 |
| Non-Discretionary | 61 | 122.3 |
| Total | 779 | 786.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 786.9 | |
| Total | 779 | 786.9 |
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|---|---|---|
|
Frisch Financial Group Inc
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|
NY | 0.8 |
|
Johnson Bixby & Associates LLC
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WA | 0.8 |
|
Harbor Advisors LLC
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FL | 0.8 |
|
Atlantic Private Wealth LLC
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NC | 0.8 |
|
P J Schmidt Investment Management Inc
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WI | 0.8 |
|
Sage Rhino Capital LLC
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|
CA | 0.8 |
|
Radnor Capital Management LLC
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|
PA | 0.8 |
|
The Rice Partnership LLC
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|
HI | 0.8 |
|
Southland Equity Partners LLC
✚
|
0.8 | |
|
MRAZ Amerine & Associates Inc
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|
CA | 0.8 |