Consilium Wealth Advisory, LLC Employee Directory

Q: What is Consilium Wealth Advisory, LLC known for?

Consilium Wealth Advisory, LLC was founded in 2012. Consilium Wealth Advisory, LLC operates in the Financial Services industry.

Financial ServicesTexas, United States2-10 Employees

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

Find Consilium Wealth Advisory, LLC employees' phone numbers or email addresses

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
S. D.
Director Of Operations And Client Service
Mobile Phone
Email
C. D.
Managing Principal
Mobile Phone
Email
D. D.
Wealth Management Associate
Mobile Phone
Email
K. D.
Administrative Coordinator
Mobile Phone
Email
D. D.
Marketing Associate
Mobile Phone
Email

Consilium Wealth Advisory, LLC Employee Metrics

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2026

2025

Banking
Accounting
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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
Oct 17, 2025
S. D.
Director Of Operations And Client Service
Mobile Phone
Email
United StatesTexas
Oct 21, 2024
C. D.
Managing Principal
Mobile Phone
Email
United StatesTexas
Oct 18, 2025
D. D.
Wealth Management Associate
Mobile Phone
Email
Nov 17, 2025
K. D.
Administrative Coordinator
Mobile Phone
Email
Oct 17, 2025
D. D.
Marketing Associate
Mobile Phone
Email
United StatesTexas
Oct 16, 2024

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.
Director Of Operations And Client Service: S. D.
Managing Principal: C. D.
Wealth Management Associate: D. D.
Administrative Coordinator: K. D.

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