Investment adviser · CRD 115165

COUNSEL WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

ARDEN HILLS, MN, United States · Form ADV filed Jun 30, 2020

Regulatory AUM
$147M
Form ADV · Item 5.F
Client accounts
1,538
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals543$119,570,20681.4%
High-net-worth individuals22$25,549,99217.4%
CharitiesFewer than 5$1,747,9321.2%
Filing source

Form ADV 1441188 · Jun 30, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 30, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

6 PINE TREE DRIVE, SUITE 100
ARDEN HILLS, MN, 55112, United States

CRD 115165

Filing source

Form ADV 1441188 · Jun 30, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.