AdvisorOS Directory
Claim Profile
Unclaimed Profile
CD

Cliff Alan Demarest

CONSILIUM WEALTH ADVISORY, LLC·RICHARDSON, Texas
Series 65Clean record13 years registeredCONSILIUM WEALTH ADVISORY, LLC
3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 4603776Firm CRD# 164993

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cliff Alan Demarest · RICHARDSON, TX
Registration
CRD #4603776 · CONSILIUM WEALTH ADVISORY, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

CONSILIUM WEALTH ADVISORY, LLC
Oct 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 19, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONSILIUM WEALTH ADVISORY, LLC
CRD 164993 · SEC 801-120593
AUM
$263M
Regulatory assets under management
Employees
5
541 client accounts
Services offered by CONSILIUM WEALTH ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 ADVISORY, LLC →
Introduction

Speak with Cliff

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cliff is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RICHARDSON?

Browse all registered financial advisors in RICHARDSON, Texas or claim this profile if it's yours.

Browse RICHARDSON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Cliff Alan Demarest offer?
Cliff Alan Demarest specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Cliff Alan Demarest's credentials?
Cliff Alan Demarest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cliff Alan Demarest located?
Cliff Alan Demarest is based in RICHARDSON, Texas, working with CONSILIUM WEALTH ADVISORY, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Cliff Alan Demarest charge for services?
Cliff Alan Demarest's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSILIUM WEALTH ADVISORY, LLC?
CONSILIUM WEALTH ADVISORY, LLC has approximately 5 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in RICHARDSON, Texas

Robert James Lamse
TALIS ADVISORY SERVICES, LLC·RICHARDSON, TX
Molly Renee Mccarthy
L.D. LOWE WEALTH ADVISORY, INC.·RICHARDSON, TX
Bryce Douglas Gray
TALIS ADVISORY SERVICES, LLC·RICHARDSON, TX
Charles Richard Manthey
BLUECHIP FINANCIAL PLANNING, INC.·RICHARDSON, TX
CFP
Cory Lynn Whitaker
BOWIE CAPITAL MANAGEMENT, LLC·RICHARDSON, TX
Earl Jefferson
LEGACYTEXAS WEALTH ADVISORS, LLC·RICHARDSON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile