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RIA · CRD 285027

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Consonance Wealth Management

Consonance Wealth Management is a state-registered investment adviser in Los Gatos, CA. The firm manages approximately $12 million in regulatory assets.

Overview

Consonance Wealth Management is a state-registered investment adviser in Los Gatos, CA. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

2020

Location

Region

North America

Country

United States

City

Los Gatos

Corporate office

New York, NY, United States

Principals

Benjamin C. Singer

Founder & CEO

Sector focus

Real EstatePrivate CreditEnterprise SoftwareHealthcare Services

Frequently asked questions

Who runs investment decisions at Consonance Wealth Management?

Benjamin C. Singer leads all investment decisions as Founder and CEO. He transitioned from an institutional real estate background to build the office, and he personally chairs the investment committee that approves every direct transaction.

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