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Spencer Davis Sprague

Consilio Wealth Advisors, LLC

Spokane Valley, WA

Bellevue, WA

CRD 7935302

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Employer firm

Consilio Wealth Advisors, LLC CRD 314466

$556M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Consilio Wealth Advisors, Llc

500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-08-02
  • WA RA
    APPROVED
    Since 2024-08-02

Branch Locations

Spokane Valley, WA • United States

500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Consilio Wealth Advisors, Llc Bellevue WA 06/2024 Present
Blue Trust Bothell WA 08/2023 06/2024
Blue Trust Bothell WA 06/2022 07/2022
The Club At Snoqualmie Ridge Snoqualmie WA 04/2018 08/2019
The Club At Snoqualmie Ridge Snoqualmie WA 05/2017 09/2017
The Club At Snoqualmie Ridge Snoqualmie WA 05/2016 09/2016
Student Snoqualmie WA 09/2016 05/2017
George Fox University Newberg OR 08/2019 05/2023
Student Snoqualmie WA 09/2017 04/2018
  • 06/2024 → Present
    Consilio Wealth Advisors, Llc
    Bellevue, WA
  • 08/2023 → 06/2024
    Blue Trust
    Bothell, WA
  • 06/2022 → 07/2022
    Blue Trust
    Bothell, WA
  • 04/2018 → 08/2019
    The Club At Snoqualmie Ridge
    Snoqualmie, WA
  • 05/2017 → 09/2017
    The Club At Snoqualmie Ridge
    Snoqualmie, WA
  • 05/2016 → 09/2016
    The Club At Snoqualmie Ridge
    Snoqualmie, WA
  • 09/2016 → 05/2017
    Student
    Snoqualmie, WA
  • 08/2019 → 05/2023
    George Fox University
    Newberg, OR
  • 09/2017 → 04/2018
    Student
    Snoqualmie, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-02
  • S65 Uniform Investment Adviser Law Examination
    2024-08-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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