Consilium Wealth Management

Based in the US, Consilium Wealth Management offers specialized financial planning and investment management services aimed at high-net-worth individuals and families, with a focus on personalized strategies for financial independence. Founded in 2010 and headquartered in Callifornia, US, Consilium Wealth Management provides tailored financial services to affluent clients. In July 2025, Steward Partners Global Advisory, LLC, a portfolio company of The Cynosure Group and The Pritzker Organization, acquired Consilium Wealth Management. Consilium Wealth Management specializes in comprehensive financial planning and investment management services tailored to high net worth individuals and families, particularly in the Bay Area.

Their core offerings include customized financial plans and investment portfolios designed to align with clients' financial strategies, thereby facilitating the achievement of financial independence. The firm adopts a disciplined approach to investment management, focusing on delivering consistent risk-adjusted returns through personalized retirement, tax, and estate planning strategies. Clients typically include individuals and families with liquid investable assets exceeding USD 1,000,000. While the firm operates primarily in the Bay Area, it is equipped to serve clients across various geographical markets that value fiduciary-based financial management.

Consilium Wealth Management operates on a fee-based model, generating revenue through advisory fees associated with the management of client portfolios. Transactions typically occur when clients engage the firm for personalized financial planning and investment management services, which may involve an initial consultation fee and ongoing management fees based on the assets under management. The firm’s revenue structure may include various pricing plans, reflecting the scope of services provided to clients, such as tailored retirement strategies, tax optimization, and estate planning. By fostering long-term relationships with clients, Consilium establishes a recurring revenue stream that supports its fiduciary commitment to delivering high-quality wealth management services.

Looking ahead, Consilium Wealth Management will leverage its acquisition by Steward Partners Global Advisory, LLC to enhance its offerings across the Bay Area. Although specific new products set for launch have not been detailed, the acquisition is expected to facilitate expansion. The firm aims to target additional affluent markets within the Bay Area by 2025, capitalizing on the resources of its parent company to support these initiatives.