BRIO CONSULTANTS, LLC
Legal name: BRIO FINANCIAL GROUP
CRD #289889 SEC #801-111830 SAN FRANCISCO, CA 415-623-2450
SEC Registered
Total AUM
$842.6M
Discretionary
$839.3M
Employees
17
Clients
251
Accounts
3,082
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 18, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BECK, MATTHEW, RICHARD | I | CHIEF PARTNERSHIP OFFICER | NA | |
| BECK, MATTHEW, RICHARD | I | CHIEF PARTNERSHIP OFFICER | NA | |
| BECK, MATTHEW, RICHARD | I | CHIEF PARTNERSHIP OFFICER | NA | |
| BECK, MATTHEW, RICHARD | I | CHIEF PARTNERSHIP OFFICER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| JORDAN, JOANNE, FLORENCE | I | MINORITY OWNER | NA | |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | NA | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | NA | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | NA | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | NA | Control |
| Telford, Michael, Sinclair | I | DIRECTOR OF OPERATIONS | NA | |
| Telford, Michael, Sinclair | I | DIRECTOR OF OPERATIONS | NA | |
| Telford, Michael, Sinclair | I | DIRECTOR OF OPERATIONS | NA | |
| Telford, Michael, Sinclair | I | DIRECTOR OF OPERATIONS | NA | |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIO FINANCIAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| BRIO FINANCIAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| BRIO FINANCIAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| MILLER, BRANDON, JAY | I | MANAGING MEMBER | E | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Zalewski, Jay, Steven | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (15)
CA CO FL GA IL MA NC NH NJ NY OR TX VA WA WI
Address
19 SUTTER STREETSAN FRANCISCO, CA 94104
United States
Phone: 415-623-2450