What departments does WealthCounsel, LLC have?

WealthCounsel, LLC has employees across 14 departments including Entrepreneurship, Marketing, Operations, Engineering, Human Resources.

What is the largest department at WealthCounsel, LLC?

The largest department at WealthCounsel, LLC is Engineering with 6 employees.

Where are WealthCounsel, LLC employees located globally?

WealthCounsel, LLC has employees across 2 continents and 3 countries including United States Of America, Canada, Brazil.

How has WealthCounsel, LLC's team size changed over time?

WealthCounsel, LLC's team has decreased from approximately 201 to 134 employees based on available data.

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.

WealthCounsel, LLC Global Highlights

North America
217

United States Of America
215
Canada
2

South America
1

Brazil
1

WealthCounsel, LLC's Leadership

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

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

S. A.
Director Of Content Development
Mobile Phone
Email
Oct 17, 2024
V. R.
Director Of Membership Advisory
Mobile Phone
Email
Jun 08, 2026
R. K.
Digital Marketing Manager
Mobile Phone
Email
Jul 24, 2026
A. S.
Sr. Product Manager
Mobile Phone
Email
CanadaOntario
Jul 17, 2026
E. D.
Senior Product Manager
Mobile Phone
Email
Canada
Jul 24, 2026
D. W.
Manager Of Software Support
Mobile Phone
Email
Jun 27, 2026
J. L.
Marketing Project Manager
Mobile Phone
Email
Oct 18, 2024
P. J.
Corporate Project Manager
Mobile Phone
Email
Oct 22, 2024
T. C.
Accounting Manager
Mobile Phone
Email
Oct 21, 2024
D. F.
Senior Legal Software Developer
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is WealthCounsel, LLC known for?

WealthCounsel, LLC was founded in 1997 operates in the Legal Services industry; you can contact the 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?

WealthCounsel, LLC employees' email format typically follows the pattern of . 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?

WealthCounsel, LLC has approximately 175 employees as of July 2026. These team members are located across 2 continents, including North AmericaSouth America.

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

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

Chief Technology Officer: S. S.
Vice President Strategic Projects: A. K.
Vp Of Law Practice Success: Y. O.
Founder: C. W.
Principal Fractional Chief Marketing Officer Fractional Chief Revenue Officer: C. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

WealthCounsel, LLC Employee Directory

Find WealthCounsel, LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead