COUNSEL WEALTH MANAGEMENT, INC.
CRD #115165 SEC #801-63114 ARDEN HILLS, MN 651-639-8707
SEC Registered
Total AUM
$146.9M
Discretionary
$146.9M
Employees
10
Clients
11
Accounts
1,538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $146.9M | $146.9M | $0 | 10 | 4 |
| Mar 2020 | $146.9M | $146.9M | $0 | 10 | 4 |
| Nov 2019 | $147.2M | $147.2M | $0 | 12 | 3 |
| Mar 2019 | $147.2M | $147.2M | $0 | 12 | 3 |
| Mar 2018 | $166M | $159.5M | $6.5M | 10 | 0 |
| Sep 2017 | $145.1M | $145.1M | $0 | 5 | 317 |
| Mar 2017 | $145.1M | $145.1M | $0 | 5 | 317 |
| May 2016 | $176.3M | $137.7M | $38.6M | 6 | 346 |
| Mar 2016 | $176.3M | $137.7M | $38.6M | 6 | 346 |
| May 2015 | $184.8M | $150.2M | $34.6M | 6 | 456 |
| Mar 2015 | $184.8M | $150.2M | $34.6M | 6 | 456 |
| Feb 2015 | $184.8M | $150.2M | $34.6M | 6 | 456 |
| Aug 2014 | $183M | $152M | $31M | 7 | 643 |
| Mar 2014 | $183M | $152M | $31M | 7 | 643 |
| Mar 2014 | $183M | $152M | $31M | 7 | 643 |
| Mar 2014 | $183M | $152M | $31M | 7 | 643 |
| Feb 2014 | $153M | $150.3M | $2.8M | 7 | 800 |
| Jan 2014 | $153M | $150.3M | $2.8M | 7 | 800 |
| Nov 2013 | $153M | $150.3M | $2.8M | 7 | 800 |
| Sep 2013 | $153M | $150.3M | $2.8M | 7 | 800 |
| Apr 2013 | $153M | $150.3M | $2.8M | 7 | 800 |
| Mar 2013 | $153M | $150.3M | $2.8M | 7 | 800 |
| Dec 2012 | $182.7M | $180.2M | $2.5M | 8 | 1,000 |
| Mar 2012 | $182.7M | $180.2M | $2.5M | 6 | 1,000 |
| Mar 2012 | $182.7M | $180.2M | $2.5M | 6 | 1,000 |
| Jul 2011 | $192.5M | $181.5M | $11M | 10 | -- |
| Jun 2010 | $159.5M | $159.5M | $0 | 10 | -- |
| Apr 2010 | $159.5M | $159.5M | $0 | -- | -- |
| Sep 2009 | $104.6M | $104.6M | $0 | -- | -- |
| Sep 2007 | $89M | $89M | $0 | -- | -- |
| Sep 2007 | $89M | $89M | $0 | -- | -- |
| Mar 2007 | $89M | $89M | $0 | -- | -- |
| Dec 2005 | $47.4M | $47.4M | $0 | 10 | -- |
| Apr 2004 | $30.6M | $30.4M | $225K | 10 | -- |
DateJun 2020
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees10
Clients4
DateMar 2020
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees10
Clients4
DateNov 2019
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees12
Clients3
DateMar 2019
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees12
Clients3
DateMar 2018
Total AUM$166M
Discretionary$159.5M
Non-Disc.$6.5M
Employees10
Clients0
DateSep 2017
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees5
Clients317
DateMar 2017
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees5
Clients317
DateMay 2016
Total AUM$176.3M
Discretionary$137.7M
Non-Disc.$38.6M
Employees6
Clients346
DateMar 2016
Total AUM$176.3M
Discretionary$137.7M
Non-Disc.$38.6M
Employees6
Clients346
DateMay 2015
Total AUM$184.8M
Discretionary$150.2M
Non-Disc.$34.6M
Employees6
Clients456
DateMar 2015
Total AUM$184.8M
Discretionary$150.2M
Non-Disc.$34.6M
Employees6
Clients456
DateFeb 2015
Total AUM$184.8M
Discretionary$150.2M
Non-Disc.$34.6M
Employees6
Clients456
DateAug 2014
Total AUM$183M
Discretionary$152M
Non-Disc.$31M
Employees7
Clients643
DateMar 2014
Total AUM$183M
Discretionary$152M
Non-Disc.$31M
Employees7
Clients643
DateMar 2014
Total AUM$183M
Discretionary$152M
Non-Disc.$31M
Employees7
Clients643
DateMar 2014
Total AUM$183M
Discretionary$152M
Non-Disc.$31M
Employees7
Clients643
DateFeb 2014
Total AUM$153M
Discretionary$150.3M
Non-Disc.$2.8M
Employees7
Clients800
DateJan 2014
Total AUM$153M
Discretionary$150.3M
Non-Disc.$2.8M
Employees7
Clients800
DateNov 2013
Total AUM$153M
Discretionary$150.3M
Non-Disc.$2.8M
Employees7
Clients800
DateSep 2013
Total AUM$153M
Discretionary$150.3M
Non-Disc.$2.8M
Employees7
Clients800
DateApr 2013
Total AUM$153M
Discretionary$150.3M
Non-Disc.$2.8M
Employees7
Clients800
DateMar 2013
Total AUM$153M
Discretionary$150.3M
Non-Disc.$2.8M
Employees7
Clients800
DateDec 2012
Total AUM$182.7M
Discretionary$180.2M
Non-Disc.$2.5M
Employees8
Clients1,000
DateMar 2012
Total AUM$182.7M
Discretionary$180.2M
Non-Disc.$2.5M
Employees6
Clients1,000
DateMar 2012
Total AUM$182.7M
Discretionary$180.2M
Non-Disc.$2.5M
Employees6
Clients1,000
DateJul 2011
Total AUM$192.5M
Discretionary$181.5M
Non-Disc.$11M
Employees10
Clients--
DateJun 2010
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$30.6M
Discretionary$30.4M
Non-Disc.$225K
Employees10
Clients--