Consilio Wealth Advisors, LLC

Consilio Wealth Advisors, LLC (CRD# 314466) is a financial advisory firm headquartered in Bellevue, WA. They manage $359,712,895 in 1,144 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    1,144
    ACCOUNTS
  • Average Account Value
    $314,434
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NH, NY, TX, WA

Financial Advisors at Consilio Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew S. Behning
CRD#: 6269145
Bellevue, WA

Matthew Behning (CRD# 6269145) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 9 years of experience in the finance industry.

2
Nathaniel M. Donohue
CRD#: 5645961
4250 N Drinkwater Blvd, Suite 300, Scottsdale, AZ 85251

Nathaniel Donohue (CRD# 5645961) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.

3
Christopher M. Kaminski
CRD#: 5637962
500 108th Avenue Ne, Suite 1100, Bellevue, WA 98004

Christopher Kaminski (CRD# 5637962) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 14 years of experience in the finance industry.

4
Alexander H. Dorell
CRD#: 5829067
500 108th Avenue Ne, Suite 1100, Bellevue, WA 98004

Alexander Dorell (CRD# 5829067) 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.

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