Hao Dang
Investment adviser representative at Consilio Wealth Advisors, LLC
10 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
10 years in the industry.
- Consilio Wealth Advisors, LLCNov 2021 to now
- Strategic Wealth Advisors Group, Inc.Feb 2016 to Nov 2021
- LPL Financial, LLCJan 2016 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6372934
- Firm CRD
- 314466