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CONSILIO WEALTH ADVISORS, LLC

CRD 314466 · SEC 801-121207

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500 108TH AVENUE NE, SUITE 1100, BELLEVUE, WA, 98004, United States

Phone

(206) 533-3670

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$555.8M

Discretionary AUM

$555.8M

Team

9 total employees; 7 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals89$45.0M
High net worth individuals199$510.8M

States served

AZ, CA, CO, NY, VA, WA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD