Consilio Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated April 1, 2026, reports $556M in regulatory assets under management, 9 employees, and 1,259 accounts.
Assets Under Management
$556M
Employees
9
Offices
--
Total Clients
288
Primary office
BELLEVUE, WA
500 108TH AVENUE NE, SUITE 1100, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.1% of total clients.
Top client categories% of clientsClients
1
HNWI
69.1%
199
2
Individuals
30.9%
89
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$556Mas of April 1, 2026
Discretionary100.0%
$556M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$556M
Total Accounts1,259
10Y AUM Change+$556M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee32:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.