CONSILIUM, LLC
SEC RegisteredNavigating Your Financial Future
About the firm
Consilium, LLC is a Boulder, Colorado-based financial advisor derived from the Latin term meaning counsel, reflecting its mission to address critical financial and investment challenges clients face. Operating independently on a fee-for-service basis, the firm serves clients as fiduciaries committed to acting in their best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management including discretionary investment portfolios, CTFs/UMAs, and enhanced cash management; private markets investing with access to premier investment opportunities, administrative and compliance workflow, and custodial integration; and plan consulting covering investment line-ups, plan benchmarking, total cost analysis, vendor RFP and management, and participant advice.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $6.2M |
| High Net Worth Individuals | 7 | $19M |
| Charitable Organizations | 5 | $155M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONSILIUM, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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