Consilio Wealth Advisors, Llc
- Regulatory AUM
- $556M
- Discretionary
- $556M
- Clients
- 288
- Avg AUM / client
- $1.9M
- Accounts
- 1,259
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $45.0M | 8.09% |
| High net worth individuals | 199 | $511M | 91.9% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Michael Kaminski | Managing Member | CFP Chartered Financial Consultant | Nov 2019 (7y) | ≈ 37.5% – 75% via Union 6, Llc |
| Nathaniel Michael Donohue | Managing Member | CFP | Nov 2019 (7y) | ≈ 18.75% – 50% via Union 6, Llc |
| Matthew Scott Behning | Registered representative | Jun 2021 (5y) | ||
| Hao Dang | Registered representative | Dec 2021 (5y) | ||
| Angela Marie Phillips | Registered representative | CFP | Jan 2022 (5y) | |
| Alexander H Dorell | Registered representative | Mar 2022 (4y) | ||
| Spencer Davis Sprague | Registered representative | CFP | Aug 2024 (2y) | |
| Carin Diane Sevigny | Registered representative | CFP | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Union 6, Llc | Managing Member | Jun 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christopher Michael Kaminski: 50% – 75% of Union 6, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Nathaniel Michael Donohue: 25% – 50% of Union 6, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $545M (98% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗