David Halseth
Consilium · Boulder, Colorado
David Halseth is a fee-only financial advisor at Consilium in Boulder, Colorado. Consilium reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Consilium |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $215.0M across 54 accounts |
| SEC registration | Investment adviser representative in CO · CRD 2283697 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.consilium-llc.net |
How David's firm compares
- Consilium's average account is about $4.0 million, from its Form ADV (assets managed divided by 54 accounts).
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Questions about David
Is David Halseth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Consilium reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Consilium, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Halseth based?
David Halseth is based in Boulder, Colorado.
Is David Halseth registered with the SEC?
Yes. David Halseth is registered as an investment adviser representative in CO (CRD 2283697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Consilium manage?
Consilium reports $215.0M across 54 accounts in assets under management.
How do I contact David Halseth?
Through David's website, www.consilium-llc.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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