Where are Consilium Wealth Advisory, LLC employees located globally?

Consilium Wealth Advisory, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Consilium Wealth Advisory, LLC's team size changed over time?

Consilium Wealth Advisory, LLC's team has remained stable from approximately 7 to 7 employees based on available data.

Consilium Wealth Advisory, LLC Employee Directory

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.

Consilium Wealth Advisory, LLC Global Highlights

North America
9

United States Of America
9

Consilium Wealth Advisory, LLC's Leadership

N. B.
Managing Director
Mobile Phone
Email
D. D.
Wealth Management Associate
Mobile Phone
Email
K. D.
Administrative Coordinator
Mobile Phone
Email

Consilium Wealth Advisory, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
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Contact profiles from Consilium Wealth Advisory, LLC

Name

Title

Contact Info

Location

Last Update

N. B.
Managing Director
Mobile Phone
Email
United StatesOregon
Jun 08, 2026
D. D.
Wealth Management Associate
Mobile Phone
Email
May 31, 2026
K. D.
Administrative Coordinator
Mobile Phone
Email
Jan 22, 2025

Frequently Asked Questions

What is Consilium Wealth Advisory, LLC known for?

Consilium Wealth Advisory, LLC was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 4220 Valleybrook Drive Richardson, Texas 75082 United States; you can contact the main corporate office by phone at

+1-248-685-****

. Explore Consilium Wealth Advisory, LLC's company overview page for more information.

What is Consilium Wealth Advisory, LLC's most common email format?

Consilium Wealth Advisory, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Consilium Wealth Advisory, LLC email formats with LeadIQ.

How many employees does Consilium Wealth Advisory, LLC have currently?

Consilium Wealth Advisory, LLC has approximately 8 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Consilium Wealth Advisory, LLC's key employees and leadership?

As of December 2025, Consilium Wealth Advisory, LLC's key employees include:

Managing Director: N. B.
Wealth Management Associate: D. D.
Administrative Coordinator: K. D.

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Consilium Wealth Advisory, LLC Employee Directory

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