COUNCILOR WEALTH LLC

CRD 170858File 801-110144

APPROVED

Retail clients

Filing as of Jun 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$316.9M

Below cohort median (national)

Discretionary AUM

$297.9M

Non-discretionary $19.1M

Clients

197

395 accounts

Employees

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: http://www.cbmcpa.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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.