Consilium Wealth Advisory, Llc
- Regulatory AUM
- $466M
- Discretionary
- $466M
- Clients
- 120
- Avg AUM / client
- $3.9M
- Accounts
- 510
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $19.1M | 4.1% |
| High net worth individuals | 54 | $385M | 82.6% |
| Charitable organizations | 2 | $8.3M | 1.77% |
| Corporations and other businesses | 14 | $53.8M | 11.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cliff Alan Demarest | Managing Member/Chief Compliance Officer | Aug 2012 (14y) | 75% or more | |
| Demarest, Susan, Renee | Director Of Operations | Jun 2018 (8y) | Less than 5% | |
| George Kermit Townsend | Registered representative | CFP | Mar 2015 (11y) | |
| Nicholas Adolph Blankl | Registered representative | CFA | Aug 2015 (11y) | |
| James David Demarest | Registered representative | Oct 2023 (3y) | ||
| Eduardo Gandara | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $466M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗