SourcingSourcing

CONSILIO WEALTH ADVISORS, LLC

C19
CRD 314466·SEC 801-121207·BELLEVUE, WA
AUM
$555.8M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONSILIO WEALTH ADVISORS, LLC
CRD
314466
SEC file #
801-121207
EIN
871160062
DBA names
—

Economics

AUM
$555.8M
AUM band
$500M-$1B
AUM trajectory
'22'26
$225.7M → $555.8M▲ +146%
Client mix
Individuals High Net Worth199
Individuals Other89

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'22'26
4 advisors → 7 advisors▲ +75%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
youtube.com/@consiliowealth

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
UNION 6, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
UNION 6, LLC
KAMINSKI, CHRISTOPHER, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:consilio.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001908944
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001986152-26-000060

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
500 108TH AVENUE NESUITE 1100BELLEVUE, WA 98004
Business
500 108TH AVENUE NESUITE 1100BELLEVUE, WA 98004
Edgar EIN
871160062
Edgar Recent Filings
13F-HR2026-05-04 · 0001986152-26-000060
13F-HR2026-03-20 · 0001986152-26-000048
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
KAMINSKI, CHRISTOPHER, MICHAEL
IAR · Executive Officer · 2.5%
5637962
Alexander H Dorell
IAR
5829067
Matthew Scott Behning
IAR
6269145
CARIN DIANE SEVIGNY
IAR
6108800
HAO DANG
IAR
6372934
Spencer Davis Sprague
IAR
7935302
Angela Marie Phillips
IAR
5394935