Matthew S. Behning

CONSILIO WEALTH ADVISORS

BELLEVUE, WA 98004

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CRD#: 6269145

Professional summary

Matthew Scott Behning, CFP®, who also goes by Matt Scott Behning, Matthew Scott Behning, Matt Behning, Matthew Behning, is a registered financial advisor currently at CONSILIO WEALTH ADVISORS, LLC located in Bellevue, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Scott Behning | Matthew Scott Behning | Matt Behning | Matthew Behning

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Behning's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

June 14, 2021 - Present

CONSILIO WEALTH ADVISORS, LLC

Office #1: 500 108th Avenue Ne Suite 1100, Bellevue, WA 98004

RIA

CRD#: 314466

BELLEVUE, WA

Past

May 23, 2019 - June 14, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SEATTLE, WA

Past

March 29, 2018 - April 26, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

March 29, 2018 - April 26, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEATTLE, WA

Past

February 12, 2016 - June 22, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALBUQUERQUE, NM

Past

November 18, 2015 - June 22, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALBUQUERQUE, NM

Past

July 17, 2014 - July 15, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ALBUQUERQUE, NM

Past

May 12, 2014 - July 11, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ALBUQUERQUE, NM

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONSILIO WEALTH ADVISORS, LLC

CONSILIO WEALTH ADVISORS, LLC | CWA, LLC

CRD#: 314466 / SEC#: 801-121207

RIA

Registered Investment Advisory firm - (5/13/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(6/14/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/9/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/7/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/10/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONSILIO WEALTH ADVISORS, LLC

CONSILIO WEALTH ADVISORS, LLC | CWA, LLC

CRD#: 314466 / SEC#: 801-121207

RIA

Registered Investment Advisory firm - (5/13/2021 Approved)

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Contact information

Main Address

500 108th Avenue Ne Suite 1100, Bellevue, WA 98004

Mailing Address

Phone number

(206) 533-3670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWA DISCLOSURE BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	1,246
AUM (Assets Under Management)	$ 458,020,929

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew S. Behning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Behning's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CONSILIO WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2016

Series 63

Date: 6/23/2014

SIE

Date: 10/1/2018

Series 7

Date: 1/7/2016

Series 6

Date: 5/10/2014

Current Firm

CONSILIO WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSILIO WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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