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

More Retirement Planning firms in Bellevue, Washington:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104	$475,093,919,406	163121	877
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$82,657,150,657	146	653
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$52,480,583,056	70944	653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101	$24,747,000,000	17	95
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$23,026,995,111	77	656

Explore More Retirement Advisors in Bellevue, Washington

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.