James Demarest has been Owner of Consilium Wealth Advisory since May 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
- – present · 2 yearsFrisco, TX · Adviser representative · Firm CRD 164993
Investment adviser representative registrations
James Demarest is registered as an investment adviser representative in Texas, since October 2023.
- TexasSince 27 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James David Demarest
- CRD
- 7822723
- Firm
- Consilium Wealth Advisory · CRD 164993
- Role
- Owner
- Office
- Frisco, TX
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does James Demarest work?
James Demarest has been Owner of Consilium Wealth Advisory, LLC since May 2026.
Is James Demarest a financial advisor?
Yes. James Demarest has a current investment-adviser registration in Texas, through Consilium Wealth Advisory since October 2023.
How many years of experience does James Demarest have?
James Demarest has 2 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has James Demarest passed?
James Demarest passed the Series 65 in August 2023.
Where is James Demarest based?
James Demarest’s registered office is in Frisco, TX.
Is James Demarest registered with FINRA?
No. James Demarest has no current broker registration.
How can I verify James Demarest’s record?
Search CRD 7822723 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Demarest’s full registration record.
