Consilio Wealth Advisors LLC

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Assets, Funds, Holdings

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Consilio Wealth Advisors LLC
CRD #314466
SEC #801-121207
CIK #0001908944
AUM $359.7 MM (2024-08-05)
Employees 7 (86% Investors, 0% Brokers)
Phone206-533-3670
Address500 108th Avenue NE
Bellevue, WA 98004
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 22.2
AMZN 1,092,997.8 9.7
NVDA 399,550.0 3.0
AAPL 2,382,844.0 2.9
META 434,852.0 2.6
GOOGL 1,475,138.5 1.4
TYL 13,860.5 1.0
MA 309,583.1 0.8
XOM 385,508.3 0.8
BKNG 74,682.6 0.7
Holdings by Sector ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 99 44.9
(b) Individuals (high net worth individuals) 176 314.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,144 359.7
By Discretionary
Discretionary 1,144 359.7
Non-Discretionary 0 0.0
Total 1,144 359.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 359.7
Total 1,144 359.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001908944]
Comparable Firms State AUM ($BB)
Sterling Wealth Management Inc
IL 0.4
Weinberger Asset Management Inc
CA 0.4
1776 Wealth LLC
GA 0.4
Moirai Wealth Management LLC
CA 0.4
Wittenberg Investment Management Inc
MA 0.4
MKD Wealth Coaches LLC
MI 0.4
Fusion Capital LLC
SC 0.4
Waveland Family Office LLC
IL 0.4
Private Wealth Solutions LLC
CA 0.4
Concorde Financial Corporation
TX 0.4
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