Consilium Wealth Management, LLC

EST. AUM
$786,897,919

CONTACTS
1

CLIENT ACCOUNTS
779

Firm Details

Metro area San Francisco
CRD Number 155343
Website consiliumwm.com
Client types

Overview

Consilium Wealth Management, LLC is a privately held, SEC-registered investment adviser organized as a Delaware limited liability company. Founded in 2010, the firm is principally owned and led by John H. Seo. Consilium delivers personalized fiduciary investment advisory services that include discretionary portfolio management, comprehensive financial planning, and selection and oversight of third-party advisers. As a fiduciary, Consilium is committed to always acting in its clients’ best interests. This is especially critical when offering advice on retirement assets governed by ERISA or the Internal Revenue Code, where fee-based compensation structures can create inherent conflicts of interest. The firm addresses these transparently and adheres to regulatory standards requiring client-first conduct. Consilium takes a highly customized approach, tailoring investment strategies to each client’s risk profile, objectives, and financial needs. Client portfolios are either uniquely constructed or aligned with proprietary model portfolios and are continuously monitored and rebalanced. Financial planning is offered at no additional cost to portfolio management clients.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Consilium Wealth Management, LLC

Platform Details

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