Insights

AUM Growth Counsel Wealth Management manages over $200 million in client assets, indicating a mid-market advisory with opportunities to expand high-net-worth client services, retirement planning, and trust/account integration for further assets under management.

SMB Focus With a client base ranging from individuals to businesses and trusts and a small-to-mid sized team, there is potential to upsell integration of employer retirement plans, small business advisory services, and fiduciary solutions to attract more business clients.

Tech Stack Utilizes standard cloud and web technologies (Cloudflare, Microsoft 365, Google Tag Manager) suggesting openness to modern onboarding, client portal enhancements, data security upgrades, and digital marketing efficiencies to improve client experience.

Growth Readiness Revenue is in the multi-million range with a lean staff, signaling readiness for scalable technology investments, CRM enhancements, and automated advisory workflows to support growth without proportionally increasing headcount.

Competitive Position In a market with large incumbents and robust firms, Counsel can differentiate through personalized service, education-driven client engagement, and local Minnesota presence to win mid-market clients seeking high-touch wealth management.

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Counsel Wealth Management, Inc. Tech Stack

Counsel Wealth Management, Inc. uses 8 technology products and services including Cloudflare CDN, Microsoft 365, Font Awesome, and more. Explore Counsel Wealth Management, Inc.'s tech stack below.

Cloudflare CDN
Content Delivery Network
Microsoft 365
Email
Font Awesome
Font Scripts
Modernizr
Javascript Libraries
Video.js
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 3 email formats:

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. and 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 CDN, Microsoft 365, Font Awesome, Modernizr, Video.js, Google Tag Manager, GoDaddy and AddThis.

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.