Consilio Wealth Advisors

Consilio Wealth Advisors was established in 2021. The firm operates as a registered investment advisor serving individuals and high-net-worth clients.

Consilio Wealth Advisors

Consilio Wealth Advisors was established in 2021. The firm operates as a registered investment advisor serving individuals and high-net-worth clients. It delivers portfolio management alongside financial planning. No asset-class allocations, named holdings, or geographic deployment details appear in available records. The firm maintains a single-office footprint in the United States. Team size and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been recorded. The firm functions as a conventional wealth manager without documented succession structures or hybrid mandates.

Website

consiliowealth.com

linkedin.com/company/consiliowealth

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bellevue

Corporate office

Bellevue, United States

Who runs investment decisions at Consilio Wealth Advisors?

No named principals or CIO appear in public records.

Does Consilio Wealth Advisors participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are disclosed.

What investment stages does Consilio Wealth Advisors typically target?

No stage preferences are stated in public materials.

Where does the underlying wealth come from?

Wealth origin is not disclosed.

Is Consilio Wealth Advisors structured as a single family office?

Public records describe it as a registered investment advisor serving multiple high-net-worth clients.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.