Consilio Wealth Advisors, LLC
Consilio Wealth Advisors, LLC (CRD# 314466) is a financial advisory firm headquartered in Bellevue, WA. They manage $265,348,988 in 1,114 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management265MILLION
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Total Number of Accounts1,114ACCOUNTS
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Average Account Value$238,195
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, NH, NY, TX, WA
Matthew Behning (CRD# 6269145) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 8 years of experience in the finance industry.
Nathaniel Donohue (CRD# 5645961) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry. Nathaniel Donohue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Kaminski (CRD# 5637962) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 13 years of experience in the finance industry. Christopher Kaminski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Ybarra (CRD# 6469419) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Loveland, CO and has over 7 years of experience in the finance industry. David Ybarra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Alexander Dorell (CRD# 5829067) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 12 years of experience in the finance industry.