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 formed as an LLC and SEC-registered in 2021. The firm positions itself as a capital allocator serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers and external managers. Its revenue model combines percentage-of-AUM fees with fixed-fee engagements, and the firm also operates as an insurance broker. Consilio does not identify as an active ESG investor and does not list pension consulting or related-adviser activities.
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 7CARIN 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 35Active vs passive
$260M in ETFs
90%
$234M
10%
$26M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65.5M | 100,345 | 25.19% |
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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