Unclaimed Profile

Nathaniel Michael Donohue

CONSILIO WEALTH ADVISORS, LLC·BELLEVUE, Washington

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 63, Series 65CFP13 years registeredCONSILIO WEALTH ADVISORS, LLC

500 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 5645961Firm CRD# 314466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathaniel Michael Donohue · BELLEVUE, WA

Registration

CRD #5645961 · CONSILIO WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

VALENCE WEALTH

Jun 2026 – present

CONSILIO WEALTH ADVISORS, LLC

Jun 2021 – Aug 2025

Scottsdale, AZ

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Oct 2012 – Jun 2021

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · October 1, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

2020Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CONSILIO WEALTH ADVISORS, LLC

CRD 314466 · SEC 801-121207

AUM

$360M

Regulatory assets under management

Employees

1,144 client accounts

Services offered by CONSILIO WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONSILIO WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Nathaniel Michael Donohue offer?

Nathaniel Michael Donohue specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Nathaniel Michael Donohue's credentials?

Nathaniel Michael Donohue holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nathaniel Michael Donohue located?

Nathaniel Michael Donohue is based in BELLEVUE, Washington, working with CONSILIO WEALTH ADVISORS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Nathaniel Michael Donohue charge for services?

Nathaniel Michael Donohue's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSILIO WEALTH ADVISORS, LLC?

CONSILIO WEALTH ADVISORS, LLC has approximately 7 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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