$466.0M Total AUM
$466.0M Disc. AUM
18.8% 3Y CAGR
7 Employees
120 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-2012
- Office Locations
- 2
Office Locations
-- Frisco TX
-- West Linn OR
About Consilium Wealth Advisory, LLC
Consilium Wealth Advisory, LLC is a Frisco-based RIA with 2 offices. The firm has been operating for 13 years. Managing $466.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
56 AVG AGE
$116.5M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
5.9 yrs AVG TENURE
7 Employees
4 Advisory Reps
5 RIA Reps
13yrs Firm Age
Insights
Full visibility includes strategy notes for horizon prime harbor.
Unlock to compare peer behavior around fusion element.
Open the full profile to inspect shifts in meridian meridian.
Request access to benchmark trends tied to optima.
Upgrade to reveal position-level detail across oak glacier.
See the complete signal summary connected to legacy ember.
Full visibility includes strategy notes for matrix zenith timber.
Unlock to compare peer behavior around beacon element.
Asset Classes
Bridge meridian Ridge catalyst Insight Frontier
Client Personas
Harbor vertex Optima element
CRM
Signal vertex
Custodian
Value summit Wave pioneer
Investment Themes
North glacier Element
Investment Vehicles
Alpha fusion
Services
Legacy Legacy Momentum Bridge Pioneer Bridge Element
Owner & Executives
CLIFF ALAN DEMAREST
Founder, Managing Member
- CRD
- #4603776
- Ownership
- 75% or more
(744) 627-1391
north.peak@foundationcapital.com
in linkedin.com/in/foundation-wave
D
Derek Michael Demarest
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
(394) 791-1915
legacy.pioneer@vertexcapital.com
in linkedin.com/in/alpha-prime
B
Beacon signal
Pathway value insight
- CRD
- #31641
- Ownership
- 20.1%
(673) 893-8820
peak.crest@pioneercapital.com
in linkedin.com/in/meridian-atlas
Showing 2 of 6 owners & executives
Unlock allContacts
N
NICHOLAS ADOLPH BLANKL
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5665260
(497) 528-3755
pioneer.atlas@capitalcapital.com
in linkedin.com/in/legacy-vertex
E
Eduardo Gandara
--
- CRD
- #8259440
(283) 904-3069
focus.focus@crestcapital.com
in linkedin.com/in/beacon-vector
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $465,984,250 | $913,695 |
| Non-Discretionary | $0 | -- |
| Total | $465,984,250 | $913,695 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $465,984,250
Public Funds:
11.3% Equity - Exchange:
29.6% Other:
11.6% Cash:
47.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $565,355,502 | 11.3% |
| Equity - Exchange | $1,480,931,226 | 29.6% |
| Other | $580,364,940 | 11.6% |
| Cash | $2,376,494,366 | 47.5% |
| Total | $5,003,146,034 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER DELTA | ATLAS PRIME | 43U2ORFW0 | RQIN | 10.32% | $61,373,452 |
| MERIDIAN BRIDGE | CREST MATRIX | SBOMMI2OT | GCS | 1.16% | $36,004,297 |
| CAPITAL RIDGE PEAK | PIONEER HORIZON | VQL22ERKG | LWD | 7.60% | $16,197,351 |
| LEGACY VECTOR FUSION | UNISON VECTOR | BD1V4QY43 | WFD | 9.03% | $97,441,489 |
| MATRIX SIGNAL CATALYST | HORIZON RADIAL | H3MZZMOKQ | OOEMI | 4.81% | $49,850,967 |
| INSIGHT CATALYST UNISON | HORIZON BEACON | HP0ECZBBE | XTKQ | 11.80% | $37,379,226 |
| FOCUS GLACIER | OAK LEGACY | TGJAWMWNG | ZNV | 4.24% | $64,667,408 |
| CAPITAL LEGACY HARBOR | MOMENTUM OAK | 7S38VMII9 | CUEDQ | 4.87% | $60,309,876 |