Consilio Wealth Advisors

  • Financial Services
  • Seattle WA
  • 8 employees
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Company Overview

Headquarters
Seattle WA
Website
consiliowealth.com
Employees
8
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Consilio Wealth Advisors

Consilio Wealth Advisors is a Seattle, Washington based company, specializing in investment advisory and financial planning services. As an SEC-registered investment advisory firm, Consilio Wealth Advisors employs a team of 8 people and generates approximately $2.5 million in annual revenue. The company focuses on helping individuals in two primary life stages: building wealth within the technology industry and enjoying financial independence during retirement. Consilio Wealth Advisors aims to provide clients with clarity and confidence in their financial decision-making through personalized strategies and guidance. Consilio emphasizes a deliberate and intentional approach to wealth management, reflecting the Latin origins of their name, "Consilio," which means "planning, deliberate, intentional, and by design." The company believes that proactive financial planning is crucial for both accumulating and preserving wealth. To learn more about Consilio Wealth Advisors and their services, visit their website at consiliowealth.com.

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FAQ

What is the location of Consilio Wealth Advisors's headquarters?
The headquarters of Consilio Wealth Advisors are situated at Seattle WA
What is Consilio Wealth Advisors's official website?
The official website of Consilio Wealth Advisors can be found at consiliowealth.com.
What is Consilio Wealth Advisors's current revenue?
As of December 2020, Consilio Wealth Advisors's annual revenue reached $3B.
How many employees does Consilio Wealth Advisors currently have?
Consilio Wealth Advisors employs approximately 8+ people as of December 2020
Which industries is Consilio Wealth Advisors primarily operating in?
Consilio Wealth Advisors operates in the following industries: Credit, Finance

Employee Directory

Key Employees

Nathaniel Donohue

Partner

Phone Email

Amy Weideman

Director of Client Experience

Phone Email