DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••• W••••• A•••••••• L••
Latest filing Apr 1, 2026
First filing on the tape Apr 13, 2021 · 20 filings
SEC status approved since May 13, 2021
RAUM
$556M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$556M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$79.4M
derived; firm RAUM over IAPD count
Employees
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$556M as of Apr 1, 2026
Mar 9, 2022$241M then
HNW client RAUM$511M as of Apr 1, 2026
Mar 9, 2022$178M then
State-registered IARs (5.B.3)7 as of Apr 1, 2026
Mar 9, 20226 then
Employees (5.A)9 as of Apr 1, 2026
Mar 9, 20228 then
Private funds: no history
RAUM +21% over the last fiscal year+28% a year over threeIARs 7 to 7offices 2 to 0
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $79.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 41derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $441,426derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $121M, 201 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$511M92%
- Individuals$45.0M8.1%
- Individual clients
- 89reported
- HNW clients
- 199reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,259reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $121M for 201 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••••••• M•••••• K•••••••Certified Financial Planner, Chartered Financial Consultant | Bellevue, Wa | Jun 14, 2021 | 17 y | 1 |
| M•••••• S•••• B•••••• | Bellevue, Wa | Jun 14, 2021 | 12 y | 2 |
| H•• D••• | Antelope, Ca | Dec 20, 2021 | 11 y | 3 |
| A••••• M•••• P•••••••Certified Financial Planner | Cowlesville, Ny | Jan 20, 2022 | 18 y | 2 |
| A•••••••• H• D••••• | Bellevue, Wa | Mar 11, 2022 | 16 y | 0 |
| S•••••• D•••• S••••••Certified Financial Planner | Spokane Valley, Wa | Aug 2, 2024 | 10 y | 0 |
| C•••• D•••• S••••••Certified Financial Planner | Bellevue, Wa | Jun 5, 2025 | 13 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- N•••••••• M•••••• D•••••• to V•••••• W•••••Aug 8, 2025 · RIA to a state-registered adviser
- D•••• R•• Y••••• to A•••••• W•••••Jan 16, 2024 · RIA to a state-registered adviser
Joined, latest
- C•••• D•••• S•••••• from T•• R••••••••• S••••••• L••Jun 5, 2025 · RIA to RIA
- A••••• M•••• P••••••• from P••• A••••• S••••••••• L••Jan 20, 2022 · Affiliated broker-dealer or bank to independent RIA
- H•• D••• from L•• F•••••••• L••Dec 20, 2021 · Affiliated broker-dealer or bank to independent RIA
- N•••••••• M•••••• D•••••• from N••••••••• M••••• I••••••••• S•••••••••Jun 21, 2021 · Other
- C••••••••• M•••••• K••••••• from N••••••••• M••••• I••••••••• S•••••••••Jun 14, 2021 · Other
- M•••••• S•••• B•••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Jun 14, 2021 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- D•••• R•• Y••••• from N••••••••• M••••• I••••••••• S•••••••••Jun 14, 2021 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from N••••••••• M••••• I••••••••• S•••••••••Jun 14, 2021 · Seattle, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••••• N••••••••• M•••••• · Partner And Chief Compliance Officercontrolsince 06/2021 · owns less than 5%
- K•••••••• C••••••••• M•••••• · Partnercontrolsince 06/2021 · owns less than 5%
- D••••••• N••••••••• M•••••• · Managing Membercontrolsince 11/2019 · owns 25% to 50% of U•••• 6• L••
- K•••••••• C••••••••• M•••••• · Managing Membercontrolsince 11/2019 · owns 50% to 75% of U•••• 6• L••
Entity owners
- U•••• 6• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bellevue, Wa · principal | 7 | 0 | 0 | ||
| Loveland, Co | 0 | 0 | 0 | ||
| Scottsdale, Az | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cowlesville, NY1 employees
- Scottsdale, AZ1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,246 to 1,259Sep 25, 2025 to Mar 31, 2026
- Advisory employees · 8 to 7Sep 25, 2025 to Mar 31, 2026
- HNW clients · 183 to 199Sep 25, 2025 to Mar 31, 2026
- Individual clients · 106 to 89Sep 25, 2025 to Mar 31, 2026
- Assets in custody · $90.6M to $121MSep 25, 2025 to Mar 31, 2026
- Employees · 10 to 9Sep 25, 2025 to Mar 31, 2026
- Financial planning clients · 251-500 to 1-10Sep 25, 2025 to Mar 31, 2026
- State-registered IARs · 8 to 7Sep 25, 2025 to Mar 31, 2026
- Other offices · 2 to 0Sep 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $458M to $556MSep 25, 2025 to Mar 31, 2026
- HNW RAUM · $403M to $511MSep 25, 2025 to Mar 31, 2026
- Individual RAUM · $55.0M to $45.0MSep 25, 2025 to Mar 31, 2026
- RAUM · $458M to $556MSep 25, 2025 to Mar 31, 2026
- Advisory employees · 7 to 8Mar 4, 2025 to Jun 5, 2025
- Employees · 9 to 10Mar 4, 2025 to Jun 5, 2025
- Financial planning clients · 251-500 to 251-500Mar 4, 2025 to Jun 5, 2025
- State-registered IARs · 7 to 8Mar 4, 2025 to Jun 5, 2025
- Accounts · 1,144 to 1,246Aug 5, 2024 to Mar 4, 2025
- Advisory employees · 6 to 7Aug 5, 2024 to Mar 4, 2025
- HNW clients · 176 to 183Aug 5, 2024 to Mar 4, 2025
- Individual clients · 99 to 106Aug 5, 2024 to Mar 4, 2025
- Assets in custody · $66.6M to $90.6MAug 5, 2024 to Mar 4, 2025
- Employees · 7 to 9Aug 5, 2024 to Mar 4, 2025
- State-registered IARs · 6 to 7Aug 5, 2024 to Mar 4, 2025
- Other offices · 3 to 2Aug 5, 2024 to Mar 4, 2025
- Discretionary RAUM · $360M to $458MAug 5, 2024 to Mar 4, 2025
- HNW RAUM · $315M to $403MAug 5, 2024 to Mar 4, 2025
- Individual RAUM · $44.9M to $55.0MAug 5, 2024 to Mar 4, 2025
- RAUM · $360M to $458MAug 5, 2024 to Mar 4, 2025
- Accounts · 1,114 to 1,144Sep 25, 2023 to Feb 9, 2024
- Advisory employees · 7 to 6Sep 25, 2023 to Feb 9, 2024
- HNW clients · 158 to 176Sep 25, 2023 to Feb 9, 2024
- Individual clients · 110 to 99Sep 25, 2023 to Feb 9, 2024
- Assets in custody · $1.7M to $66.6MSep 25, 2023 to Feb 9, 2024
- Employees · 8 to 7Sep 25, 2023 to Feb 9, 2024
- State-registered IARs · 7 to 6Sep 25, 2023 to Feb 9, 2024
- Other offices · 4 to 3Sep 25, 2023 to Feb 9, 2024
- Discretionary RAUM · $265M to $360MSep 25, 2023 to Feb 9, 2024
- HNW RAUM · $224M to $315MSep 25, 2023 to Feb 9, 2024
- Individual RAUM · $41.3M to $44.9MSep 25, 2023 to Feb 9, 2024
Signals
6 dated events
- N•••••••• M•••••• D•••••• left C••••••• W••••• A•••••••• L•• for V•••••• W••••• (registered 2026-06-26)Aug 8, 2025 · Advisor changed firm · fact
- D•••• R•• Y••••• left C••••••• W••••• A•••••••• L•• for A•••••• W••••• (registered 2024-04-08)Jan 16, 2024 · Advisor changed firm · fact
- Michael Nathaniel Donohue (Managing Member) appeared on Schedule A of C••••••• W••••• A•••••••• L••Jun 11, 2021 · Control person joined · fact
- Michael Christopher Kaminski (Managing Member) appeared on Schedule A of C••••••• W••••• A•••••••• L••Jun 11, 2021 · Control person joined · fact
- Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of C••••••• W••••• A•••••••• L•• (listed 2021-04-13, absent 2021-06-11)Jun 11, 2021 · Control person left · inference
- C••• L•• filed its initial SEC registration (Form ADV)Apr 13, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/consiliowealth/?viewAsMember=truereportedpublic record, Form ADV, Sep 18, 2026
- Website
- consiliowealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (206) 533-3670reportedpublic record, Form ADV, Apr 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $79.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026