# Consilio Wealth Advisors

Consilio Wealth Advisors is a Bank / Wealth / Trust based in Bellevue, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Bellevue, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** consiliowealth.com
- **LinkedIn:** https://www.linkedin.com/company/consiliowealth

## Regulatory record

- **CRD number:** 314466
- **SEC file number:** 801-121207
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314466

## About

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.

## Questions

### 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.

## Related profiles

- [Conservest Capital Advisors](https://altss.com/profile/conservest-capital-advisors)
- [Consilium](https://altss.com/profile/consilium)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/consilio-wealth-advisors

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