CONSONANCE WEALTH MANAGEMENT

Overview

Consonance Wealth Management is a small, independent registered investment adviser organized as an LLC and focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, operating under a mixed fee model that includes a percentage of assets under management, hourly and fixed fees, and transaction-based commissions. Investment activity is equity-centric: the firm places the bulk of client capital into exchange-traded equities and equity ETFs while supplementing portfolios with mutual funds and select alternative exposures. Consonance manages client relationships on a discretionary basis and does not identify as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices