Matthew
Behning
Consilio Wealth Advisors, LLC
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About this Advisor
Matthew Behning is a financial advisor based out of Bellevue, Washington with a total of 2 years of relevant experience. Behning works at Consilio Wealth Advisors, LLC. Their career trajectory has included roles at Northwestern Mutual Investment Services LLC, Adt Security Services, Northwestern Mutual Life Insurance Company, Merrill Lynch, Bank Of America, Christopher Kaminski, Nathaniel Donohue, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company and Consilio Wealth Advisors, LLC. Behning maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Washington. Consilio Wealth Advisors, LLC is a registered investment firm based out of Bellevue, WA. The company has offices in four locations and a total of eight advisors. It administers $265 million in assets between its 1,114 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,114 customer accounts, 59% are associated with high-net-worth clients who have at least $1 million in investable assets. Consilio Wealth Advisors, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Consilio Wealth Advisors, LLC can consist of some 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
Matthew Behning Work History
Matthew has been registered as a financial advisor for 2 years.*
Consilio Wealth Advisors, LLC
Christopher Kaminski
Nathaniel Donohue
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
Bank Of America
Merrill Lynch
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Adt Security Services
*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 Matthew Behning 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
Bellevue, WA
Scottsdale, AZ
Loveland, CO
Bellevue, WA
Bellevue, WA
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