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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MANUCHEHRI, PARVIN | I | MANAGING MEMBER | D | Control |
| MANUCHEHRI, PARVIN | I | MANAGING MEMBER | D | Control |
| MANUCHEHRI, PARVIN | I | MANAGING MEMBER | D | Control |
| MANUCHEHRI, PARVIN | I | MANAGING MEMBER | D | Control |
| MANUCHEHRI, PARVIN | I | MANAGING MEMBER | D | Control |
| MANUCHEHRI, PARVIN | I | MANAGING MEMBER | D | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SEO, JOHN, HO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 7, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
500 LA GONDA WAY#210
DANVILLE, CA 94526
United States
Phone: 925-365-1087