Consilium Wealth Management, LLC Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Consilium Wealth Management is an independent, fee-based wealth management firm that provides comprehensive fiduciary-based financial planning and investment management services. We partner with a select group of high net worth families and individual clients in the Bay Area to deliver in-depth wealth management services as an independent fiduciary. With more than 70 years of combined financial experience, we are committed to providing value added service to our clients. At Consilium, we work closely with each client to design and implement a multifaceted investment management, tax, and estate planning strategy. We provide every client with a customized financial plan and investment portfolio, as we strongly believe it is integral that their financial plan be aligned with their investment strategy in order to achieve financial independence. By having our clients undergo this comprehensive process, we strive to achieve the optimal alignment between their wealth, values, and goals.

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

Consilium Wealth Management, LLC Global Highlights

North America
6

United States Of America
6

Consilium Wealth Management, LLC's Leadership

J. H. S.
CEO
Mobile Phone
Email
T. J.
Vice President
Mobile Phone
Email
C. W.
Senior Client Service Associate/Project Management
Mobile Phone
Email
K. W.
Client Service Associate
Mobile Phone
Email
J. P.
Financial Planner
Mobile Phone
Email
K. W.
Financial Planner
Mobile Phone
Email

Contact profiles from Consilium Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

J. H. S.
CEO
Mobile Phone
Email
United StatesCalifornia
Oct 17, 2024
T. J.
Vice President
Mobile Phone
Email
United StatesCalifornia
Oct 16, 2024
C. W.
Senior Client Service Associate/Project Management
Mobile Phone
Email
United StatesCalifornia
Jun 06, 2025
K. W.
Client Service Associate
Mobile Phone
Email
United StatesCalifornia
May 24, 2025
J. P.
Financial Planner
Mobile Phone
Email
United StatesCalifornia
Oct 21, 2024
K. W.
Financial Planner
Mobile Phone
Email
United StatesCalifornia
Oct 22, 2024

Frequently Asked Questions

What is Consilium Wealth Management, LLC known for?

Consilium Wealth Management, LLC operates in the Investment Management industry. The company's main headquarters is located in 3160 Crow Canyon Road, Suite 150; you can contact the main corporate office by phone at

+1-925-365-****

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

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

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

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

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

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

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

CEO: J. H. S.
Vice President: T. J.
Senior Client Service Associate/Project Management: C. W.
Client Service Associate: K. W.
Financial Planner: J. P.

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