CONSILIO WEALTH ADVISORS, LLC

BELLEVUE, Washington·2 registered advisors·CRD# 314466
SEC# 801-1212073(206) 533-3670
01

Firm Overview

AUM
$360M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONSILIO WEALTH ADVISORS, LLC

2 registered advisors
Christopher Michael Kaminski
BELLEVUE, Washington
CFPChFC
Nathaniel Michael Donohue
BELLEVUE, Washington
CFP
05

Office Locations

BELLEVUE, Washington
2 advisors

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Data sourced from SEC Form ADV filings. CONSILIO WEALTH ADVISORS, LLC (CRD# 314466) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.