Sponsor portfolio

CONSILIUM WEALTH MANAGEMENT, LLC

EIN 27-3574704investment managementLatest filing 2025

Plans

Retirement

$2.8M assets

Welfare

Participants

500 LA GONDA WAY, SUITE 210 - DANVILLE, CA 94526925-365-1087consiliumwm.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$2.8M - 7 part

Plan deep-dives

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Retirement#001

CONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M

Participants7

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	CONSILIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN	401k	$2.8M	7	2025

Retirement plans