Susan Demarest is not listed as a control person, but directly owns under 5% of Consilium Wealth Advisory.
Consilium Wealth Advisory is an investment adviser, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $466 million, as filed on 28 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6061791
- Firm
- Consilium Wealth Advisory · CRD 164993
- Role
- Director of Client Delight
- In role since
- June 2018 · 8 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Susan Demarest work?
Susan Demarest has been Director of Client Delight of Consilium Wealth Advisory, LLC since June 2018.
How can I verify Susan Demarest’s record?
Susan Demarest’s role is listed on Consilium Wealth Advisory, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 164993.
