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Hao Dang

Consilio Wealth Advisors, LLC

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About Hao Dang

Hao Dang is a financial advisor at Consilio Wealth Advisors, LLC with a focus on providing financial planning and portfolio management services to high-net-worth individuals and other clients. Hao has been in the industry since 2014 and holds the Series 66 and Series 7 licenses as well as the SIE exam. Hao has a strong track record of success in helping individuals and families achieve their financial goals. Consilio Wealth Advisors is a firm with offices in Bellevue, WA and Antelope, CA.

Firm Information

Hao Dang is currently registered with Consilio Wealth Advisors, LLC. Consilio Wealth Advisors, LLC is a registered investment advisor based in BELLEVUE, WA. The firm has 6 licensed agents and manages $359,712,895 in assets for 1,144 clients, including high-net-worth individuals and other individuals. Consilio Wealth Advisors provides financial planning, portfolio management for individuals, and selection of other advisors.
Consilio Wealth Advisors, LLC

500 108TH AVENUE NE

BELLEVUE, WA 98004

$359.71M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hao Dang’s Registration & Firm History

WA

12/20/2021 - Present

Consilio Wealth Advisors, LLC (BELLEVUE WA)

CA

01/27/2016 - 11/19/2021

LPL FINANCIAL LLC (SACRAMENTO CA)

CA

11/10/2015 - 01/05/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMICHAEL CA)

CA

09/08/2014 - 10/15/2015

EDWARD JONES (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 10/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hao Dang.
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