Consilium Wealth Advisory, LLC

Business address
6168 Beverly Drive, Frisco, TX, 75034
Top securities (13F)
DFAI, AOR, TT, AAPL, WFC, NVDA, VTI, SCHX, MSFT, BIV, IEUR, AOA, AMZN, GOOGL, BSV, META, IBIT, AOM, IWM, and AVGO
State of incorporation
TX
Fiscal year end
31 December
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Consilium Wealth Advisory, LLC has filed 18 SEC EDGAR filings since 26 Jan 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Oct 2025 30 Sep 2025 028-21496
13F-HR Open Document Open Filing 21 Jul 2025 30 Jun 2025 028-21496
N-PX Open Document Open Filing 02 Jul 2025 30 Jun 2025 028-21496
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-21496
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-21496
13F-HR Open Document Open Filing 30 Oct 2024 30 Sep 2024 028-21496
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-21496
13F-HR Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-21496
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-21496
13F-HR Open Document Open Filing 10 Jan 2024 31 Dec 2023 028-21496
13F-HR Open Document Open Filing 10 Oct 2023 30 Sep 2023 028-21496
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-21496
13F-HR Open Document Open Filing 13 Apr 2023 31 Mar 2023 028-21496
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-21496
13F-HR Open Document Open Filing 12 Oct 2022 30 Sep 2022 028-21496
13F-HR Open Document Open Filing 12 Jul 2022 30 Jun 2022 028-21496
13F-HR Open Document Open Filing 18 Apr 2022 31 Mar 2022 028-21496
13F-HR Open Document Open Filing 26 Jan 2022 31 Dec 2021 028-21496