CONSILIUM WEALTH MANAGEMENT, LLC
Legal name: CONSILIUM WEALTH MANAGEMENT
CRD #155343 SEC #801-71907 DANVILLE, CA 925-365-1087
SEC Registered
Total AUM
$786.9M
Discretionary
$664.6M
Employees
9
Clients
101
Accounts
779
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $786.9M | $664.6M | $122.3M | 9 | 0 |
| Mar 2024 | $645.8M | $561.3M | $84.5M | 10 | 0 |
| Feb 2023 | $577.3M | $529.7M | $47.6M | 8 | 0 |
| Mar 2022 | $727.8M | $666.3M | $61.5M | 8 | 0 |
| Mar 2021 | $660.1M | $641.6M | $18.5M | 11 | 0 |
| Jun 2020 | $545.6M | $475.1M | $70.5M | 8 | 0 |
| Feb 2020 | $545.6M | $475.1M | $70.5M | 8 | 0 |
| Mar 2019 | $452M | $402.3M | $49.7M | 6 | 0 |
| Mar 2018 | $483.2M | $426M | $57.2M | 5 | 0 |
| Mar 2017 | $365.9M | $347.7M | $18.2M | 6 | 155 |
| Mar 2017 | $365.9M | $347.7M | $18.2M | 6 | 155 |
| Mar 2016 | $321.7M | $303M | $18.7M | 4 | 150 |
| Jun 2015 | $266.1M | $247.9M | $18.1M | 4 | 100 |
| Jun 2015 | $266.1M | $247.9M | $18.1M | 4 | 100 |
| Feb 2015 | $266.1M | $247.9M | $18.1M | 4 | 100 |
| Mar 2014 | $202.6M | $188.1M | $14.5M | 4 | 26 |
| Mar 2013 | $151.7M | $140.1M | $11.6M | 4 | 26 |
| Jan 2012 | $99.6M | $90.1M | $9.6M | 1 | 26 |
| May 2011 | $100M | $100M | $0 | 5 | -- |
| Mar 2011 | $100M | $100M | $0 | 5 | -- |
| Feb 2011 | $100M | $100M | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$786.9M
Discretionary$664.6M
Non-Disc.$122.3M
Employees9
Clients0
DateMar 2024
Total AUM$645.8M
Discretionary$561.3M
Non-Disc.$84.5M
Employees10
Clients0
DateFeb 2023
Total AUM$577.3M
Discretionary$529.7M
Non-Disc.$47.6M
Employees8
Clients0
DateMar 2022
Total AUM$727.8M
Discretionary$666.3M
Non-Disc.$61.5M
Employees8
Clients0
DateMar 2021
Total AUM$660.1M
Discretionary$641.6M
Non-Disc.$18.5M
Employees11
Clients0
DateJun 2020
Total AUM$545.6M
Discretionary$475.1M
Non-Disc.$70.5M
Employees8
Clients0
DateFeb 2020
Total AUM$545.6M
Discretionary$475.1M
Non-Disc.$70.5M
Employees8
Clients0
DateMar 2019
Total AUM$452M
Discretionary$402.3M
Non-Disc.$49.7M
Employees6
Clients0
DateMar 2018
Total AUM$483.2M
Discretionary$426M
Non-Disc.$57.2M
Employees5
Clients0
DateMar 2017
Total AUM$365.9M
Discretionary$347.7M
Non-Disc.$18.2M
Employees6
Clients155
DateMar 2017
Total AUM$365.9M
Discretionary$347.7M
Non-Disc.$18.2M
Employees6
Clients155
DateMar 2016
Total AUM$321.7M
Discretionary$303M
Non-Disc.$18.7M
Employees4
Clients150
DateJun 2015
Total AUM$266.1M
Discretionary$247.9M
Non-Disc.$18.1M
Employees4
Clients100
DateJun 2015
Total AUM$266.1M
Discretionary$247.9M
Non-Disc.$18.1M
Employees4
Clients100
DateFeb 2015
Total AUM$266.1M
Discretionary$247.9M
Non-Disc.$18.1M
Employees4
Clients100
DateMar 2014
Total AUM$202.6M
Discretionary$188.1M
Non-Disc.$14.5M
Employees4
Clients26
DateMar 2013
Total AUM$151.7M
Discretionary$140.1M
Non-Disc.$11.6M
Employees4
Clients26
DateJan 2012
Total AUM$99.6M
Discretionary$90.1M
Non-Disc.$9.6M
Employees1
Clients26
DateMay 2011
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--