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CONSILIUM WEALTH ADVISORY, LLC

EIN 45-5507144-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
7
6168 BEVERLY DRIVE - FRISCO, TX 75034214-299-5114consilium-llc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.4M - 7 part

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Retirement#001

CONSILIUM WEALTH ADVISORY, LLC 401(K) PLAN

401k

Assets$1.4M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONSILIUM WEALTH ADVISORY, LLC 401(K) PLAN401k$1.4M72025
Retirement plans
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