CONSILIO WEALTH ADVISORS, LLC
CRD #314466 SEC #801-121207 BELLEVUE, WA (206) 533-3670
SEC Registered
Total AUM
$458M
Discretionary
$458M
Employees
10
Clients
251
Accounts
1,246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $458M | $458M | $0 | 10 | 0 |
| Jun 2025 | $458M | $458M | $0 | 10 | 0 |
| Mar 2025 | $458M | $458M | $0 | 9 | 0 |
| Aug 2024 | $359.7M | $359.7M | $0 | 7 | 0 |
| Feb 2024 | $359.7M | $359.7M | $0 | 7 | 0 |
| Sep 2023 | $265.3M | $265.3M | $0 | 8 | 0 |
| Mar 2023 | $265.3M | $265.3M | $0 | 8 | 0 |
| Jun 2022 | $240.6M | $240.6M | $0 | 8 | 0 |
| Jun 2022 | $240.6M | $240.6M | $0 | 8 | 0 |
| Mar 2022 | $240.6M | $240.6M | $0 | 8 | 0 |
| Jan 2022 | $225.7M | $225.7M | $0 | 7 | 3 |
| Dec 2021 | $225.7M | $225.7M | $0 | 7 | 3 |
| Oct 2021 | $225.7M | $225.7M | $0 | 7 | 3 |
| Sep 2021 | $225.7M | $225.7M | $0 | 7 | 3 |
| Jun 2021 | $0 | $0 | $0 | 7 | 0 |
| Apr 2021 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees10
Clients0
DateJun 2025
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees9
Clients0
DateAug 2024
Total AUM$359.7M
Discretionary$359.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$359.7M
Discretionary$359.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$265.3M
Discretionary$265.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$265.3M
Discretionary$265.3M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$240.6M
Discretionary$240.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$240.6M
Discretionary$240.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$240.6M
Discretionary$240.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees7
Clients3
DateDec 2021
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees7
Clients3
DateOct 2021
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees7
Clients3
DateSep 2021
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees7
Clients3
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0