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WealthCounsel, LLC Employee Directory

Legal ServicesNew Jersey, United States51-200 Employees

WealthCounsel, LLC is a Jersey City-based company operating in the legal services sector, with a focus on estate planning and elder law professionals. The firm is led by attorneys and delivers online document drafting tools, coaching programs, and a broad catalog of on-demand and live continuing education to support practitioners. Its offerings are designed to enable remote work, help attorneys create efficient documents, stay current with evolving laws, and develop their practices.

The primary customers are estate planning and elder law attorneys seeking practical resources to improve drafting quality, legal compliance, and firm growth. In the market, it positions itself as a specialized provider of drafting software and professional education for a focused segment of the legal industry. A recent development is the September 2025 launch of the Advisors Forum membership.

Find WealthCounsel, LLC employees' phone numbers or email addresses

WealthCounsel, LLC Global Highlights

Location
Employees

North America
209

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  • United States Of America
    207
  • Canada
    2

South America
1

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  • Brazil
    1

WealthCounsel, LLC's Leadership

  • Chief Operating Officer at WealthCounsel, LLC
    L. K.
    Chief Operating Officer
    Mobile Phone
  • Chief Technology Officer at WealthCounsel, LLC
    S. S.
    Chief Technology Officer
    Mobile Phone
  • Vice President Strategic Projects at WealthCounsel, LLC
    A. K.
    Vice President Strategic Projects
    Mobile Phone
  • Vp Of Law Practice Success at WealthCounsel, LLC
    Y. O.
    Vp Of Law Practice Success
    Mobile Phone
  • Founder at WealthCounsel, LLC
    C. W.
    Founder
    Mobile Phone
  • Principal Fractional Chief Marketing Officer Fractional Chief Revenue Officer at WealthCounsel, LLC
    C. P.
    Principal Fractional Chief Marketing Officer Fractional Chief Revenue Officer
    Mobile Phone
  • Owner And Chief Operating Officer at WealthCounsel, LLC
    M. B.
    Owner And Chief Operating Officer
    Mobile Phone
  • Vice President, Marketing at WealthCounsel, LLC
    M. Z.
    Vice President, Marketing
    Mobile Phone

WealthCounsel, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Marketing
  • Legal
  • Consultant
  • Operations
  • Other
  • Program & Project Management
  • Support
  • Analytics
  • Accounting
  • Media & Communications
  • Quality Assurance

Contact profiles from WealthCounsel, LLC

Name
Title
Contact
Location
Last Update
  • Director Of Content Development at WealthCounsel, LLC
    S. A.
    Director Of Content Development
    Mobile Phone
    Oct 17, 2024
  • Director Of Membership Advisory at WealthCounsel, LLC
    V. R.
    Director Of Membership Advisory
    Mobile Phone
    Oct 03, 2026
  • Digital Marketing Manager at WealthCounsel, LLC
    R. K.
    Digital Marketing Manager
    Mobile Phone
    Oct 18, 2026
  • Sr. Product Manager at WealthCounsel, LLC
    A. S.
    Sr. Product Manager
    Mobile Phone
    Canada, Ontario
    Oct 13, 2026
  • Senior Product Manager at WealthCounsel, LLC
    E. D.
    Senior Product Manager
    Mobile Phone
    Canada
    Oct 02, 2026
  • Manager Of Software Support at WealthCounsel, LLC
    D. W.
    Manager Of Software Support
    Mobile Phone
    Oct 03, 2026
  • Marketing Project Manager at WealthCounsel, LLC
    J. L.
    Marketing Project Manager
    Mobile Phone
    Oct 18, 2024
  • Corporate Project Manager at WealthCounsel, LLC
    P. J.
    Corporate Project Manager
    Mobile Phone
    Oct 22, 2024
  • Accounting Manager at WealthCounsel, LLC
    T. C.
    Accounting Manager
    Mobile Phone
    Oct 21, 2024
  • Senior Product Engineer at WealthCounsel, LLC
    E. B.
    Senior Product Engineer
    Mobile Phone
    Brazil, Ceará
    Aug 31, 2026

Frequently Asked Questions

What is WealthCounsel, LLC known for?

Minus sign iconPlus sign iconWealthCounsel, LLC was founded in 1997 and operates in the Legal Services industry. You can contact WealthCounsel, LLC's main corporate office by phone at
+1-888-659-****
. Explore WealthCounsel, LLC's company overview page for more information.

What is WealthCounsel, LLC's most common email format?

Minus sign iconPlus sign iconWealthCounsel, LLC employees' email format typically follows the pattern of First.Last@wealthcounsel.com. Trying to find reliable and up-to-date employee contact data? Find more WealthCounsel, LLC email formats with LeadIQ.

How many employees does WealthCounsel, LLC have currently?

Minus sign iconPlus sign iconWealthCounsel, LLC has approximately 180 employees as of October 2026. These team members are located across 2 continents, including North America and South America.

Who are WealthCounsel, LLC's key employees and leadership?

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As of October 2026, WealthCounsel, LLC's key employees include:

  • Chief Operating Officer: L. K.
  • Chief Technology Officer: S. S.
  • Vice President Strategic Projects: A. K.
  • Vp Of Law Practice Success: Y. O.
  • Founder: C. W.

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