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CONSILIO WEALTH ADVISORS, LLC

BELLEVUE, WA · CRD 314466 · IAPD ↗ · (206) 533-3670

$555.8MRegulatory AUM
7Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CONSILIO WEALTH ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — CONSILIO WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($458.0M -> $555.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
March 2025 — CONSILIO WEALTH ADVISORS, LLC reported RAUM up 27% ($359.7M -> $458.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — CONSILIO WEALTH ADVISORS, LLC reported RAUM up 36% ($265.3M -> $359.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.