Unclaimed Profile

John Ho Seo

CONSILIUM WEALTH MANAGEMENT, LLC·DANVILLE, California

Series 7, Series 66Clean record25 years registeredCONSILIUM WEALTH MANAGEMENT, LLC

500 LA GONDA WAY, DANVILLE, CA 94526CRD# 3175582Firm CRD# 155343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Ho Seo · DANVILLE, CA

Registration

CRD #3175582 · CONSILIUM WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Jun 2025 – present

SIMPLEX WEALTH MANAGEMENT

Jul 2015 – Sep 2025

DANVILLE, CA

CONSILIUM WEALTH MANAGEMENT

Oct 2010 – Sep 2025

DANVILLE, CA

LEXINGTON INVESTMENT COUNSEL

Aug 2010 – Jan 2011

PLEASANT HILL, CA

YCMNET ADVISORS

Jan 2004 – Aug 2010

WALNUT CREEK, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2000 – Apr 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 24, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONSILIUM WEALTH MANAGEMENT, LLC

CRD 155343 · SEC 801-71907

AUM

$646M

Regulatory assets under management

Employees

769 client accounts

Services offered by CONSILIUM WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONSILIUM WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Ho Seo offer?

John Ho Seo specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.

What are John Ho Seo's credentials?

John Ho Seo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Ho Seo located?

John Ho Seo is based in DANVILLE, California, working with CONSILIUM WEALTH MANAGEMENT, LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.

How does John Ho Seo charge for services?

John Ho Seo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSILIUM WEALTH MANAGEMENT, LLC?

CONSILIUM WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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