Consilio Wealth Advisors, LLC
● SEC registered since 2021CRD 314466SEC# 801-121207Bellevue, WA
Reg. AUM
$555.8M
Employees
9
Accounts
1,259
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 $555.8 million in regulatory assets under management and employs 9 people.
Consilio Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Kaminski Control | Founder, Ceo And Chief Compliance Officer | Under 5% | 2021 |
| Union 6, LLC Control | Managing Member | Over 75% | 2021 |
| Christopher Michael Kaminski Control | Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Consilio Wealth Advisors, LLC manage?
Consilio Wealth Advisors, LLC reports $555.8 million in regulatory assets under management on its Form ADV.
How many employees does Consilio Wealth Advisors, LLC have?
Consilio Wealth Advisors, LLC reports 9 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
| Address | 500 108th Avenue NE, Suite 1100, Bellevue, WA 98004 |
| Phone | (206) 533-3670 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1908944 |
| Discloses disciplinary history | No |
Regulatory AUM
$555.8M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$555.8Mregulatory AUM
Discretionary $555.8M