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Consilio Wealth Advisors, LLC

● SEC registered since 2021CRD 314466SEC# 801-121207Bellevue, WA
Export (members)
Reg. AUM
$458M
Employees
10
Accounts
1,246
Location
Bellevue, WA

Consilio Wealth Advisors, LLC assets under management

Consilio Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2021. It reports $458 million in regulatory assets under management and employs 10 people.
www.youtube.com/@consiliowealthView on SEC.gov ↗

Consilio Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher Michael Kaminski ControlPartner And Chief Compliance OfficerUnder 5%2021
Union 6, LLC ControlManaging MemberOver 75%2021
Christopher Michael Kaminski ControlManaging MemberOver 75%2019

Frequently asked questions

How much does Consilio Wealth Advisors, LLC manage?

Consilio Wealth Advisors, LLC reports $458 million in regulatory assets under management on its Form ADV.

How many employees does Consilio Wealth Advisors, LLC have?

Consilio Wealth Advisors, LLC reports 10 employees.

Where is Consilio Wealth Advisors, LLC located?

Consilio Wealth Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2021.

Does Consilio Wealth Advisors, LLC disclose fund performance?

Consilio Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 108th Avenue NE, Suite 1100, Bellevue, WA 98004
Phone(206) 533-3670
Office hours9:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1908944
Discloses disciplinary historyNo

Assets under management

Discretionary$458M
Non-discretionary$0
Total (RAUM)$458M