Cliff Demarest has been Managing Member of Consilium Wealth Advisory since August 2012, is a control person of the firm and directly owns 75% or more of it. Cliff Demarest holds an MBA from the University of Southern California.
Consilium Wealth Advisory, LLC is a firm with $466M under management, 120 clients and 4 advisers across 2 offices, as of its May 2026 filing.
Cliff Demarest is Managing Principal of Consilium Wealth Advisory. He founded the firm to serve a select number of clients who want concierge wealth advisory management. He is experienced in asset and manager selection, portfolio management, financial planning, and trust and estate design. He is a past head of Family Wealth Advisory and past Chief Investment Officer at Northern Trust.
- – present · 14 yearsFrisco, TX · Adviser representative · Firm CRD 164993
Professional designations
Listed by Consilium Wealth Advisory
- Certified Private Wealth Advisor (CPWA®)
Investment adviser representative registrations
Cliff Demarest is registered as an investment adviser representative in Texas, since October 2012.
- TexasSince 19 October 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cliff Alan Demarest
- CRD
- 4603776
- Firm
- Consilium Wealth Advisory · CRD 164993
- Role
- Managing Member
- Office
- Frisco, TX
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- consilium-llc.com
Where does Cliff Demarest work?
Cliff Demarest has been Managing Member of Consilium Wealth Advisory, LLC since August 2012, and is a control person of the firm.
Is Cliff Demarest a financial advisor?
Yes. Cliff Demarest has a current investment-adviser registration in Texas, through Consilium Wealth Advisory since October 2012.
How many years of experience does Cliff Demarest have?
Cliff Demarest has 14 years in the financial industry, since October 2012, across 1 adviser firm.
What exams has Cliff Demarest passed?
Cliff Demarest passed the Series 65 in October 2012.
Where is Cliff Demarest based?
Cliff Demarest’s registered office is in Frisco, TX.
Is Cliff Demarest registered with FINRA?
No. Cliff Demarest has no current broker registration.
How can I verify Cliff Demarest’s record?
Search CRD 4603776 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cliff Demarest’s full registration record.
