AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresLocal

Consilio Wealth Advisors, LLC

Consilio Wealth Advisors, LLC is a fee-based, SEC-registered investment adviser in Bellevue, Washington, registered with the SEC since 2021, managing approximately $556M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #314466 · SEC #801-121207 · SEC-registered since 2021 (5 yrs) · Last filing data January 1, 2026

AUM
$556M

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
9

7 advisers

Assets per adviser

$79Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is around the typical range.

Overview

AI-generated summary

Consilio Wealth Advisors, LLC is a fee-based, SEC-registered investment adviser based in Bellevue, Washington. It reported approximately $556M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
314466
SEC #
801-121207
Headquarters
Bellevue, WA
Employees
9

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$556M
Assets under management by year
YearReported AUM
2026$556M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Consilio Wealth Advisors, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Consilio Wealth Advisors, LLC a fiduciary?+

Yes. Consilio Wealth Advisors, LLC is an SEC-registered investment adviser (CRD #314466), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Consilio Wealth Advisors, LLC compensated?+

Consilio Wealth Advisors, LLC reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Consilio Wealth Advisors, LLC manage?+

Consilio Wealth Advisors, LLC reported approximately $556M in regulatory assets under management as of its most recent Form ADV filing.

Does Consilio Wealth Advisors, LLC have any disclosures?+

Consilio Wealth Advisors, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Consilio Wealth Advisors, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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