Consilio Wealth Advisors, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 314466
- Registered since
- May 13, 2021
- Website
- www.consiliowealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.91%
- Individuals8.09%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Consilio Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm focuses on serving individual and family clients and acts as a capital allocator, combining advisory services with insurance brokerage capabilities. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Compensation is charged via a mix of percentage‑of‑assets and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds36%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
Contacts
3 of 7
Carin Sevigny
Associate AdvisorCRD 6108800
Spencer Sprague
Associate AdvisorCRD 7935302
Matthew Behning
Financial PlannerCRD 6269145
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$314M in ETFs
91%
$286M
9%
$28.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $75.4M | 100,647 | 24.00% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 500 108th Ave Ne
- Time zone
- PT (UTC-8)
- Office locations
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