COUNCILOR WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$316,945,133
Discretionary
$297,882,187
Non-discretionary
$19,062,946
Firm details
- CRD number
- 170858
- SEC file number
- 801-110144
- Main office
- BETHESDA, MD, United States
- Employees
- 13
- SEC status
- Approved
- Website
- http://www.cbmcpa.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.