Hao
Dang
Consilio Wealth Advisors, LLC
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About this Advisor
Hao Dang is a financial advisor who works in Bellevue, Washington who has 2 years of relevant experience. Dang is on the advisory team at Consilio Wealth Advisors, LLC. Throughout their career, they have worked at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, California State University, Lpl Financial, LLC, Strategic Wealth Advisors Group, Inc, Consilio Wealth Advisors, LLC, Edward Jones and Pacific Gas & Electric. Dang holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Consilio Wealth Advisors, LLC is a registered investment company operating out of Bellevue, WA. The company has offices in four locations and a total of eight employees. It has $265 million in assets under management between its 1,114 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,114 client accounts, 59% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Consilio Wealth Advisors, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees are based on which services are provided. However, fees charged by Consilio Wealth Advisors, LLC can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consilio Wealth Advisors, LLC Brokerage Details
$265,348,988
8
1,114
$238,195
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Hao Dang Work History
Hao has been registered as a financial advisor for 2 years.*
Consilio Wealth Advisors, LLC
Lpl Financial, LLC
Strategic Wealth Advisors Group, Inc
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Edward Jones
Pacific Gas & Electric
California State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hao Dang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consilio Wealth Advisors, LLC
Cowlesville, NY
Bellevue, WA
Scottsdale, AZ
Bellevue, WA
Loveland, CO
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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