Data / Investment advisers / Maryland / Councilor Wealth LLC
Councilor Wealth LLC, Bethesda, MD: $317 million AUM, SEC registered investment adviser
Councilor Wealth LLC is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $317 million in regulatory assets under management in its Form ADV filed October 9, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 170858
- SEC file number
- 801-110144
- SEC status
- Approved, effective March 15, 2017
- Main office
- 7910 Woodmont Ave, Suite 500, Bethesda, MD 20814
- Phone
- (301) 986-0600
- Website
- cbmcpa.com
- Regulatory AUM
- $316,945,133 in the Form ADV filed October 9, 2026
- Discretionary AUM
- $297,882,187
- Non discretionary AUM
- $19,062,946
- Accounts
- 395
- Employees
- 13, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 95 | $269 million |
| Individuals (other than high net worth individuals) | 96 | $32.4 million |
| Charitable organizations | 1 | $13 million |
| Pension and profit sharing plans | 5 | $2.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $316.9 million | January 28, 2026 |
| December 1, 2025 | $300.7 million | August 21, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bontempo Ohly Capital Management, LLC | Bethesda | $405.7 million | Not listed | adviserinfo.sec.gov |
| Macroview Investment Management LLC | Bethesda | $387.1 million | Not listed | adviserinfo.sec.gov |
| Glassy Mountain Advisors, Inc. | Bethesda | $369.8 million | Not listed | adviserinfo.sec.gov |
| Bull Harbor Capital LLC. | Bethesda | $354.8 million | Not listed | adviserinfo.sec.gov |
| Fvlcrum Partners, LLC | Bethesda | $328.8 million | 3 | adviserinfo.sec.gov |
| Thinagee Investments Inc. | Bethesda | $265.4 million | Not listed | adviserinfo.sec.gov |
| Promethium | Bethesda | $235.3 million | Not listed | adviserinfo.sec.gov |
| Bluestone® Financial Advisors, LLC | Bethesda | $207.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Councilor Wealth LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.