Founder, CEO and Chief Compliance Officer · Consilio Wealth Advisors, LLC
Christopher M. Kaminski
CRD 5637962 · Named on Form ADV at one SEC-registered adviser
At a glance
Consilio Wealth Advisors, LLC, an SEC-registered wealth manager based in Bellevue, WA with $556 million in regulatory assets, lists Christopher M. Kaminski on its Form ADV as Founder, CEO and Chief Compliance Officer, a control person.
Firms and roles
- Consilio Wealth Advisors, LLCFounder, CEO and Chief Compliance OfficerWealth manager · Bellevue, WA · $556M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.