How big is Consilium Wealth Management, LLC's plan?

Consilium Wealth Management, LLC's plan reported $2.8M in assets and 6 participants for 2025.

Original filing (PDF)20260203171316NAL0001404275001

Consilium Wealth Management, LLC

Name: Consilium Wealth Management, LLC — Consilium Wealth, Form 5500 (2025)
Creator: Consilium Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Consilium Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Consilium Wealth Management, LLC's Consilium Wealth Management 401(k) Profit Sharing Plan held $2.8M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Consilium Wealth Management, LLC's EIN is 27-3574704.

EIN 27-3574704

Plan number 001

Plan year 2025

ACK ID 20260203171316NAL0001404275001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Consilium Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Consilium Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSILIUM WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score