Consilio Wealth Advisors, LLC
Consilio Wealth Advisors, LLC is an SEC-registered wealth manager in Bellevue, WA with $555.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Consilio Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314466, SEC 801-121207, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $555.8M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 9
- Clients
- 288
- CRD
- 314466
- Ownership
- RIA VENTURES LLC; WINN, CHRISTOPHER, EDWARD; UNION 6, LLC; DONOHUE, NATHANIEL, MICHAEL; KAMINSKI, CHRISTOPHER, MICHAEL
How much AUM does Consilio Wealth Advisors, LLC have?
Consilio Wealth Advisors, LLC reported $555.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Consilio Wealth Advisors, LLC?
Disclosed owners and executives of Consilio Wealth Advisors, LLC include RIA VENTURES LLC, WINN, CHRISTOPHER, EDWARD, UNION 6, LLC, DONOHUE, NATHANIEL, MICHAEL, KAMINSKI, CHRISTOPHER, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.