CONSILIO WEALTH ADVISORS, LLC

500 108th Avenue Ne
Suite 1100
Bellevue, Washington 98004
Tel: (206) 533-3670

About CONSILIO WEALTH ADVISORS, LLC

CONSILIO WEALTH ADVISORS, LLC, formally registered with the SEC as CONSILIO WEALTH ADVISORS, LLC. The firm was established in 05/13/2021. They have over 3 offices throughout the country.

CONSILIO WEALTH ADVISORS, LLC is a Bellevue, Washington based Financial Planning firm with nearly $458,020,929 assets under management, offering retirement planning & investment advisory services to 1246 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314466
SEC#	801-121207
Assets Managed by Firm	$458,020,929
No. of Clients	1246
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1246	$458,020,929
Individuals (other than high net worth individuals)	106	$54,976,250
High net worth individuals	183	$403,044,679

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