Insights

AUM scale Counsel Wealth Management oversees over $200 million in assets, indicating a mid-market client profile with growth potential and a need for scalable wealth solutions, advanced reporting, and diversified investment strategies.

Growth potential With a revenue range of 10 to 25 million and a staff size of 11-50, there is opportunity to offer premium advisory platforms, higher touch planning tools, and enhanced fee-based services to attract larger managed accounts.

Technology stack Current tech usage includes cloud hosting, analytics, and web tools (CDN, tag management, and JavaScript libraries). This suggests openness to modernization, cybersecurity enhancements, CRM integration, and digital client onboarding to improve efficiency.

Education focus Mission emphasizes education and communication, signaling receptiveness to client education programs, financial planning content, webinars, and partner-led seminars as value-adds that can drive client acquisition.

Competitive landscape Operating in financial services with peers like Charles Schwab, Fidelity, and Morgan Stanley implies a need for differentiated advisory solutions, retention strategies, and boutique service enhancements to compete for high-net-worth referrals and trusts.

Similar companies to Counsel Wealth Management, Inc.

Counsel Wealth Management, Inc. Tech Stack

Counsel Wealth Management, Inc. uses 8 technology products and services including Cloudflare CDN, Font Awesome, jQuery, and more. Explore Counsel Wealth Management, Inc.'s tech stack below.

Cloudflare CDN
Content Delivery Network
Font Awesome
Font Scripts
jQuery
Javascript Libraries
Video.js
Javascript Libraries
Modernizr
Javascript Libraries
Google Tag Manager
Tag Management
GoDaddy
Web Hosting
AddThis
Widgets

Counsel Wealth Management, Inc.'s Email Address Formats

Counsel Wealth Management, Inc. uses at least 1 format(s):

Counsel Wealth Management, Inc. Email Formats	Example	Percentage
First@counselwealthmanagement.com	John@counselwealthmanagement.com	89%
FirstL@counselwealthmanagement.com	JohnD@counselwealthmanagement.com	6%
FirstLas@counselwealthmanagement.com	JohnDoe@counselwealthmanagement.com	5%

Frequently Asked Questions

What is Counsel Wealth Management, Inc.'s phone number?

You can contact Counsel Wealth Management, Inc.'s main corporate office by phone at

+1-651-639-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Counsel Wealth Management, Inc.'s official website and social media links?

Counsel Wealth Management, Inc.'s official website is counselwealthmanagement.com and has social profiles on LinkedIn.

How much revenue does Counsel Wealth Management, Inc. generate?

As of July 2026, Counsel Wealth Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Counsel Wealth Management, Inc.'s NAICS code?

Counsel Wealth Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Counsel Wealth Management, Inc. have currently?

As of July 2026, Counsel Wealth Management, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Regional Vice President: J. C.Financial Advising Intern: D. O.Associate Wealth Advisor: S. M.. Explore Counsel Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Counsel Wealth Management, Inc. belong to?

Counsel Wealth Management, Inc. operates in the Financial Services industry.

What technology does Counsel Wealth Management, Inc. use?

Counsel Wealth Management, Inc.'s tech stack includes Cloudflare CDNFont AwesomejQueryVideo.jsModernizrGoogle Tag ManagerGoDaddyAddThis.

What is Counsel Wealth Management, Inc.'s email format?

Counsel Wealth Management, Inc.'s email format typically follows the pattern of First@counselwealthmanagement.com. Find more Counsel Wealth Management, Inc. email formats with LeadIQ.

When was Counsel Wealth Management, Inc. founded?

Counsel Wealth Management, Inc. was founded in 1987.

Counsel Wealth Management, Inc.

Q: What technology does Counsel Wealth Management, Inc. use?

Counsel Wealth Management, Inc.'s tech stack includes GoDaddy, Font Awesome, Office 365, Google Analytics, jQuery.

Q: What is Counsel Wealth Management, Inc.'s NAICS code?

Counsel Wealth Management, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States11-50 Employees

Counsel Wealth Management, Inc. is a financial services firm based in Minnesota, focused on wealth management for individuals, families, businesses, trusts, and retirement accounts. The firm emphasizes education, communication, and personalized service as part of its approach, with a team of professionals and support staff dedicated to client service while managing more than $200 million in assets. Its positioning centers on delivering informed financial decisions to clients through a collaborative, service-oriented model in the local market surrounding St. Paul. The company operates from its Arden Hills office, and its mission underscores education and clear communication as core components of client guidance.