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| Consilio Wealth Advisors LLC
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|---|---|
| CRD # | 314466 |
| SEC # | 801-121207 |
| CIK # | 0001908944 |
| AUM | 555.8 M (2026-04-01) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 206-533-3670 |
| Address | 500 108th Avenue NE Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.8 | ||
| Amazon Com Inc | 23.7 | ||
| Nvidia Corp | 5.4 | ||
| Apple Inc | 4.7 | ||
| Facebook Inc | 3.7 | ||
| Alphabet Inc | 3.0 | ||
| Broadcom Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 45.0 |
| (b) Individuals (high net worth individuals) | 199 | 510.8 |
| (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 | 1,259 | 555.8 |
| By Discretionary | ||
| Discretionary | 1,259 | 555.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,259 | 555.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 555.8 | |
| Total | 1,259 | 555.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908944] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Kooman & Associates
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Digital Wealth Partners LLC
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O'Rourke & Company Incorporated
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Premier Wealth Advisors LLC
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|
Kimery Wealth Management LLC
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Sarasin Asset Management Limited
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