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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- RadialCapital beacon
- Established Date
- 05-13-2021
- Office Locations
- 5
Office Locations
About Consilio Wealth Advisors, LLC
Consilio Wealth Advisors is an independent RIA providing investment advisory and financial planning for technology professionals nationwide, including households with significant RSUs and company stock (e.g., Amazon, Microsoft, Meta, Google). The team is CFP-led and focused on tax-aware planning and financial independence goals. Portfolios are primarily implemented with ETFs and public funds, with custody through Fidelity/NFS, and the firm does not offer proprietary products.
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Owner & Executives
CHRISTOPHER MICHAEL KAMINSKI
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Wealth Advisor
- CRD
- #5637962
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Matthew Scott Behning
Financial Advisor, General Partner
- CRD
- #6269145
HAO DANG
Partner
- CRD
- #6372934
Ridge legacy
Matrix meridian
- CRD
- #48045
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $555,755,695 | $441,426 |
| Non-Discretionary | $0 | -- |
| Total | $555,755,695 | $441,426 |
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Separately Managed Accounts
Total SMA Asset: $555,755,695
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,327,663,796 | 17.5% |
| Public Funds | $1,168,344,141 | 15.4% |
| Municipal Bonds | $2,374,621,533 | 31.3% |
| Cash | $2,716,020,795 | 35.8% |
| Total | $7,586,650,265 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX HARBOR NORTH | QUANTUM TIMBER | O7ZSU1ZQS | DGQ | 6.45% | $72,124,057 |
| ELEMENT NORTH CAPITAL | UNISON EMBER | JAWD2FWAM | CLDOT | 3.30% | $57,728,435 |
| ALPHA INSIGHT | PRIME HARBOR | FWWX0WKCG | VXSL | 6.21% | $62,179,410 |
| NORTH CREST OPTIMA | GLACIER CAPITAL | 20F671UX7 | TVHW | 12.21% | $62,147,790 |
| PRIME ZENITH | PRIME FOCUS | 1PRZYW85T | LUNYD | 11.18% | $99,583,474 |
| INSIGHT HORIZON | VERTEX MERIDIAN | RYRYIM8IP | LUC | 11.16% | $24,112,092 |
| BRIDGE MOMENTUM | PATHWAY SIGNAL | O5VRUKXQ2 | QMBW | 5.55% | $11,801,088 |
| RIDGE MERIDIAN MOMENTUM | BEACON HORIZON | RMADC3GHK | SCC | 7.00% | $62,153,703 |