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COUNCILOR WEALTH LLC
CRD 170858 · SEC 801-110144
7910 WOODMONT AVE, SUITE 500, BETHESDA, MD, 20814, United States
Phone
(301) 986-0600
Fax
301-986-0432
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$316.9M
Discretionary AUM
$297.9M
Team
13 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $32.4M |
| High net worth individuals | 95 | $269.0M |
| Pension/profit sharing plans | 5 | $2.6M |
| Charitable organizations | 1 | $13.0M |
States served
CA, DE, DC, MD, NJ, VA, FL
All web addresses on file
Official SEC filing: View on IAPD