Consilium Wealth Advisory, LLC Email Format

Financial ServicesTexas, United States2-10 Employees

Consilium Wealth Advisory, LLC operates as a boutique firm within the financial services sector, focusing on wealth advisory services for a selective client base. It maintains offices in Dallas, Los Angeles, and Portland, with its base in Richardson, Texas. The client roster is intentionally limited to a few families and foundations to steward their human, intellectual, and financial capital across generations, drawing on the expertise of highly experienced advisors.

The organization emphasizes institutional-quality investment management and adheres to a fiduciary standard. Contemporary family office services and high-touch, proactive client service are central to its offering. It maintains a competitive fee structure aimed at aligning value with its advisory approach.

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