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Nathaniel Michael Donohue

Consilio Wealth Advisors, LLC

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About Nathaniel Michael Donohue

Nathaniel Michael Donohue is a financial advisor with Consilio Wealth Advisors, LLC. Nathaniel has been in the industry since January 2011. Nathaniel is registered with the state securities regulators in Arizona, Texas and Washington. Consilio Wealth Advisors, LLC offers financial planning and portfolio management services to individuals and other investment advisors.

Firm Information

Nathaniel Donohue 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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Nathaniel Donohue’s Registration & Firm History

AZ

06/22/2021 - Present

Consilio Wealth Advisors, LLC (Scottsdale AZ)

WA

01/13/2011 - 06/14/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 09/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/12/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nathaniel Michael Donohue. Review regulatory record here.
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