Councilor Wealth LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 170858
- Registered since
- March 15, 2017
- Website
- www.cbmcpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.86%
- Individuals10.24%
- Charitable Organizations4.1%
- Pension & Profit Sharing Plans0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Councilor Wealth LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2017) and serves a mixed client base of individuals, families and institutional clients. Its advisory model blends financial planning with discretionary portfolio management for individuals, small businesses and institutions, and the firm also produces periodicals and runs educational seminars and workshops. Fee arrangements include a percentage of assets under management plus hourly and fixed-fee options. Councilor Wealth is not identified as an active ESG investor. The firm received a Citywire recognition in 2020 (50 Growers Across America).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$248M in ETFs
96%
$238M
0%
$9.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $14.8M | 492,486 | 5.97% |
Location
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7910 Woodmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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