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CONSILIUM WEALTH ADVISORY, LLC

· CRD 164993 · IAPD ↗ · consilium-llc.com · 214-299-5114

$466.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CONSILIUM WEALTH ADVISORY, LLC reported RAUM up 29% ($312.6M -> $404.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.