SourcingSourcing

CONSILIUM, LLC

B59
CRD 304503·SEC 801-117808·BOULDER, CO
AUM
$215.0M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$645K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONSILIUM, LLC
CRD
304503
SEC file #
801-117808
EIN
—
DBA names
—

Economics

AUM
$215.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$99.2M → $215.0M▲ +117%
Client mix
Individuals Other12
Individuals High Net Worth7
Pension Profit Sharing Plans5

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
BOULDER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
consilium-llc.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HALSETH, DAVID, MARTIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HALSETH, DAVID, MARTIN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CONSILIUM-LLC.NET
Rdap Domain Creation Date
2020-01-29T21:50:48Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
312
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-29T21:50:48Z
Rdap Domain Last Changed
2025-12-30T20:01:00Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2283697
Trust Company Affiliate
No

People (1)

1
HALSETH, DAVID, MARTIN
IAR · Direct Owner · 87.5%
2283697