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COUNCILOR WEALTH LLC
CRD 170858File 801-110144
APPROVED
Retail clients
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$316.9M
Below cohort median (national)
Discretionary AUM
$297.9M
Non-discretionary $19.1M
Clients
197
395 accounts
Employees
13
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 15, 2017
- Principal office
- 7910 WOODMONT AVE, SUITE 500, BETHESDA, MD, 20814
- Phone
- (301) 986-0600
- Website
- https://WWW.COUNCILOR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $316.9M
- Discretionary AUM
- $297.9M
- Non-discretionary AUM
- $19.1M
- Discretionary accounts
- 392
- Non-discretionary accounts
- 3
- Total accounts
- 395
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.0M |
| High net worth individuals | 95 | $269.0M |
| Pension and profit sharing plans | 5 | $2.6M |
| Individuals (other than high net worth individuals) | 96 | $32.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 11 | 13 | increased by2 |
| Feb 1, 2026 | Clients | 192 | 197 | increased by5 |
| Feb 1, 2026 | AUM | $300,721,207 | $316,945,133 | increased by$16,223,926 |
| Feb 1, 2026 | Accounts | 373 | 395 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 11 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 142 | 192 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $324,553,113 | $300,721,207 | decreased by$23,831,906 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 421 | 373 | decreased by48 |
| Sep 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 126 | 142 | increased by16 |
| Apr 1, 2022 | AUM | $267,882,615 | $324,553,113 | increased by$56,670,498 |
| Apr 1, 2022 | Accounts | 385 | 421 | increased by36 |
| May 1, 2021 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COUNCILOR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COUNCILOR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.