$12.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- BeaconCrest frontier
- Established Date
- 10-26-2016
- Office Locations
- 1
Office Locations
231 W. Main Street LOS Gatos CA
About Consonance Wealth Management
Consonance Wealth Management is a Los Gatos, CA boutique RIA providing financial planning and portfolio construction, including tax, insurance, legacy and business-succession planning, with an entrepreneur focus. The firm emphasizes asset allocation and risk management and primarily implements portfolios using ETFs, complemented by cash and U.S. government/agency bonds. Custodies with Charles Schwab.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Focus Atlas insight Quantum foundation
Client Personas
Capital momentum
Investment Themes
Summit optima Meridian
Investment Vehicles
Vital
Services
Atlas eagle Signal Unison insight Ember zenith Unison unison Atlas Signal glacier
Technology
Fusion element Vital element
Owner & Executives
W
Wei Shao
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6698023
- Ownership
- 75% or more
(442) 424-9167
north.wave@primecapital.com
in linkedin.com/in/alpha-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,404,938 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,404,938 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,404,938
Equity - Exchange:
26.5% Cash:
16.4% U.S. Government/Agency:
18.3% Other:
16.2% Public Funds:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $444,413,815 | 26.5% |
| Cash | $275,033,455 | 16.4% |
| U.S. Government/Agency | $306,897,087 | 18.3% |
| Other | $271,679,389 | 16.2% |
| Public Funds | $379,009,518 | 22.6% |
| Total | $1,677,033,264 | 100.0% |