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Consilium Wealth Advisory, LLC
Consilium Wealth Advisory, LLC is a fee-based investment management and wealth advisory firm headquartered in Richardson, Texas. Founded in 2012, the firm is led by Clifton Demarest, the 100% owner. The firm primarily serves high net worth individuals and their families, providing comprehensive services including investment management, financial planning, tax planning, insurance review, estate planning, and family governance. Consilium does not sell annuities, insurance, or other commissioned products, nor does it act as a custodian of client assets. The firm has approximately 5 employees.
Investment Strategy
Consilium Wealth Advisory offers discretionary and non-discretionary investment management services tailored to client objectives and financial situations. The firm manages portfolios by determining financial objectives, identifying potential financial problems, and providing advice on cash flow, tax, insurance, education, retirement, and philanthropic planning. Investment selections are made through consultations with clients, primarily for high net worth families and individuals, and the firm maintains transparency regarding conflicts of interest. Consilium does not vote client proxies and does not accept commissions or serve as a custodian of client assets.
Latest 13F Filing Activity
Consilium Wealth Advisory, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 95 equity positions with a total 13F market value of $259M. The fund increased holdings in Ishares Bitcoin Trust Etf, Apple Inc., Dimensional Etf Trust among other positions. Consilium Wealth Advisory, LLC reduced exposure to Fortinet Inc., Salesforce Inc., Intuitive Surgical Inc. among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAI | DIMENSIONAL ETF TRUST | 8.01% | $20.8M | 571,119 | $26.92 | $36.35 | +$2.6M |
A AOR | ISHARES TR | 7.73% | $20.0M | 311,258 | $51.15 | $64.38 | +$1.6M |
T TT | TRANE TECHNOLOGIES PLC | 7.42% | $19.2M | 45,598 | $426.84 | $421.96 | -$754.7K |
A AAPL | APPLE INC | 6.80% | $17.6M | 69,249 | $179.44 | $254.63 | +$3.1M |
W WFC | WELLS FARGO CO NEW | 5.40% | $14.0M | 167,082 | $50.67 | $83.82 | -$170.7K |
Industry Allocation
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