Consilium Wealth Advisory, LLC

Consilium Wealth Advisory, LLC, established in June 2012, offers investment management and wealth advisory services primarily to high net worth individuals and corporations. The firm provides services such as financial planning, investment management, tax planning, insurance review, and estate planning. Consilium is a fee-based firm that does not sell annuities or insurance products. They offer discretionary and non-discretionary asset management services, with fees based on a percentage of assets under management. Clients have the option to impose restrictions on investing in certain securities. The firm acts as a fiduciary and provides services in the best interest of clients. They do not participate in wrap fee programs and had approximately $312,556,746.00 in client assets under management as of December 31, 2024. Consilium's investment strategies involve quantitative and qualitative analysis, with a focus on understanding market behavior and evaluating securities based on various factors. The firm does not receive external compensation for the sale of securities to clients and does not use a performance-based fee structure. Clients include individuals, high net worth individuals, and corporations. The firm does not require a minimum account size to open an account. Consilium's owner, Cliff Demarest, has a Certified Private Wealth Advisor (CPWA) designation and has no disciplinary history. He is solely responsible for the supervision and formulation of investment advice at the firm.