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CONSONANCE WEALTH MANAGEMENT

CONSONANCE WEALTH MANAGEMENT, LLC

CRD 285027

Visit website

231 W. MAIN STREET, LOS GATOS, CA, 95030, United States

Phone

408-827-8480

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$12.4M

Discretionary AUM

$12.4M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals5$9.6M

All web addresses on file

Official SEC filing: View on IAPD