Matthew Scott Behning
Investment adviser representative at Consilio Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$555.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Consilio Wealth Advisors, LLCJun 2021 to now
- Northwestern Mutual Wealth Management CompanyJun 2019 to Jun 2021
- Christopher KaminskiMay 2019 to Jun 2021
- Nathaniel DonohueMay 2019 to Jun 2021
- Northwestern Mutual Investment Services, LLCMay 2019 to Jun 2021
- UnemployedApr 2019 to May 2019
- Bank of AmericaFeb 2018 to Apr 2019
- UnemployedJul 2017 to Feb 2018
- Merrill LynchSep 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
Consilio Wealth Advisors, LLC
$555.8MAssets managed
288Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6269145
- Firm CRD
- 314466