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).
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Total Assets Under Management360MILLION
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Total Number of Accounts1,144ACCOUNTS
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Average Account Value$314,434
- 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 9 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 13 years of experience in the finance industry.
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.
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.