CONSONANCE WEALTH MANAGEMENT

CONSONANCE WEALTH MANAGEMENT of LOS GATOS, CA is an SEC-registered investment adviser (CRD 285027). Regulatory assets under management: $12.4M.

Registration

• CRD: 285027
• Type: Registered investment adviser
• Location: 231 W. MAIN STREET, LOS GATOS, CA, 95030
• Phone: 408-827-8480
• Latest filing: 2026-02-26
• Regulatory AUM: $12.4M
• Discretionary AUM: $12.4M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285027 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search