Consonance Wealth Management

Consonance Wealth Management (CRD# 285027) is a financial advisory firm headquartered in Los Gatos, CA. They manage $8,347,411 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
231 W. Main Street, Los Gatos, CA 95030
http://www.consonancewealth.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $417,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Consonance Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Wei Shao, financial advisor Los Gatos CA
Wei Shao
CRD#: 6698023
231 W. Main Street, Los Gatos, CA 95030

Wei Shao (CRD# 6698023) is an Investment Advisor Representative working at Consonance Wealth Management in Los Gatos, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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