CRD: 285027
Consonance Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-26-2016
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 26, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Wei Shao
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6698023
- Ownership
- 75% or more
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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
SMA allocation detail is available
Consonance Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.