Consilio Wealth Advisors, LLC
Consilio Wealth Advisors, LLC is a registered investment advisor headquartered in Bellevue, Washington. Founded in March 2021, the firm operates as a Limited Liability Company incorporated in Delaware. It provides investment advisory services to individuals and high net worth clients, acting as a fiduciary with a duty of loyalty and fairness. The firm employs 10 professionals and is primarily owned and operated by Nathaniel M. Donohue and Christopher M. Kaminski.
Investment Strategy
Consilio Wealth Advisors, LLC offers fiduciary investment advisory services, focusing on portfolio management tailored to the investment objectives and goals of individuals and high net worth clients. The firm constructs diversified portfolios, manages discretionarily according to client-specific guidelines, and aims to align asset allocation and security selection with each client's risk tolerance and financial situation. Their approach emphasizes transparency, risk management, and a client-first fiduciary standard.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 22.96% | $64.4M | 104,257 | $480.47 | $620.90 | +$6.0M |
M MSFT | MICROSOFT CORP | 10.38% | $29.1M | 58,687 | $343.86 | $497.41 | +$10.0M |
D DGRO | ISHARES TR | 8.18% | $22.9M | 360,344 | $53.93 | $63.94 | +$969.5K |
A AMZN | AMAZON COM INC | 7.80% | $21.9M | 97,904 | $162.31 | $219.39 | +$3.4M |
Q QQQ | INVESCO QQQ TR | 6.44% | $18.1M | 32,955 | $355.16 | $551.64 | +$2.8M |