VerifiedFinancial Services· Founded 2012

Consilium Wealth Advisory, Llc

A boutique wealth advisory firm with offices in Dallas, Los Angeles, and Portland - with a focus on highly experienced advisors helping a few select families and foundations steward their human, intellectual, and financial capital generationally. We believe delivering exceptional wealth advisory services means: • Consistently deliver institutional quality investment management • Hold ourselves to a fiduciary standard • Provide contemporary family office services • Deliver high-touch client service - holistically and proactively • Maintain a limited, select client roster • Provide advice from experienced, highly skilled trusted advisors • Cultivating trust through integrity, knowledge, and service to clients • Providing clients attractive fee levels

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HeadquartersRichardson, United StatesEmployees5(1 to 10)Annual revenue$1M to <$10MFounded year2012Websiteconsilium-llc.comLinkedIn profileLinkedIn

Verified contacts

4

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

1

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Monthly traffic

organic / mo

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Top roles at Consilium Wealth Advisory, Llc

4 distinct titles indexed · top 4 shown.

  • 1administrative coordinator
  • 1financial planning advisor
  • 1managing director
  • 1managing principal

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