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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 25, 2025 and April 1, 2026, reported AUM increased 21.3%, from $458.0M to $555.8M.
Across 5 reported observations, AUM increased 131.0% between June 14, 2022 and April 1, 2026, from $240.6M to $555.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 288 clients, or 41.1 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 5 reported office locations and 5 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Consilio Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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
SMA allocation detail is available
Consilio Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Consilio Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.