WealthCounsel, LLC Employee Directory

Q: What is WealthCounsel, LLC known for?

WealthCounsel, LLC was founded in 1997. WealthCounsel, LLC operates in the Legal Services industry.

Q: How many employees does WealthCounsel, LLC have currently?

WealthCounsel, LLC has approximately 173 employees.

Legal ServicesUnited States51-200 Employees

WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face.

Our robust online document drafting solutions make working from anywhere a reality, while our coaching programs and a vast catalog of on-demand and live continuing education opportunities empower you to build and maintain a law practice that fits your life.

From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. Contact us to schedule a demo and learn more about how our software can help improve your practice.

Find WealthCounsel, LLC employees' phone numbers or email addresses

WealthCounsel, LLC Global Highlights

North America
201

United States Of America
200
Canada
1

WealthCounsel, LLC's Leadership

H. S.
Chief Executive Officer
Mobile Phone
Email
J. D.
Chief Operating Officer
Mobile Phone
Email
B. A.
Chief Legal Content Officer
Mobile Phone
Email
S. S.
Chief Technology Officer
Mobile Phone
Email
S. D.
Vp Of Engineering And Security
Mobile Phone
Email
I. O.
Vp Marketing
Mobile Phone
Email
B. F.
Vice President Finance
Mobile Phone
Email
Y. E.
Vp Of Law Practice Success
Mobile Phone
Email

WealthCounsel, LLC Employee Metrics

100%

50%

0%

2025

2024

Engineering
Marketing
Legal
Consultant
Operations
Other
Program & Project Management
Support
Analytics

Contact profiles from WealthCounsel, LLC

Name

Title

Contact Info

Location

Last Update

R. E.
Director Of Sales Operations And Data Analytics
Mobile Phone
Email
United StatesUtah
Jun 29, 2024
R. E.
Director Of Sales Operations And Data Analytics
Mobile Phone
Email
United StatesUtah
Sep 24, 2024
M. M.
Executive Director, Legal Marketing Solutions
Mobile Phone
Email
United States
Nov 11, 2025
T. B.
Director Of Learning Operations
Mobile Phone
Email
United StatesMichigan
Oct 26, 2025
D. S.
Director Of Information Security
Mobile Phone
Email
United StatesUtah
Oct 28, 2025
E. B.
Creative Director
Mobile Phone
Email
United StatesColorado
Oct 22, 2025
D. S.
Director Of Software Development
Mobile Phone
Email
United StatesUtah
Oct 20, 2025
P. F.
Membership Director
Mobile Phone
Email
United StatesWisconsin
Oct 20, 2025
T. R.
Financial Controller
Mobile Phone
Email
United StatesUtah
Jul 17, 2025
A. R.
Director Of Member Resources
Mobile Phone
Email
United StatesOregon
Sep 11, 2025

Frequently Asked Questions

What is WealthCounsel, LLC known for?

WealthCounsel, LLC was founded in 1997 operates in the Legal Services industry. The company's main headquarters is located in 3 2nd Street, Suite 803 Jersey City, NJ 07302, US; 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 173 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, WealthCounsel, LLC's key employees include:

Chief Executive Officer: H. S.
Chief Operating Officer: J. D.
Chief Legal Content Officer: B. A.
Chief Technology Officer: S. S.
Vp Of Engineering And Security: S. D.

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