Councilor Wealth LLC
● SEC registered since 2017CRD 170858SEC# 801-110144Bethesda, MD
Reg. AUM
$316.9M
Employees
13
Accounts
395
Location
Bethesda, MD
About Councilor Wealth
May Barnhard Investments is associated with Councilor, Buchanan & Mitchell's wealth management and investment management offerings within a broader accounting and advisory firm. It helps organizations and individuals make confident decisions in complex moments, including trusts and estates.
Summary based on the firm’s website.
Councilor Wealth LLC assets under management
Councilor Wealth LLC operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2017. It reports $316.9 million in regulatory assets under management and employs 13 people.
Councilor Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Councilor, Buchanan & Mitchell Control | Managing Member | Over 75% | 2018 |
| Reema Ambrish Patel | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Councilor Wealth LLC manage?
Councilor Wealth LLC reports $316.9 million in regulatory assets under management on its Form ADV.
How many employees does Councilor Wealth LLC have?
Councilor Wealth LLC reports 13 employees.
Where is Councilor Wealth LLC located?
Councilor Wealth LLC is based in Bethesda, MD and has been SEC-registered since 2017.
Does Councilor Wealth LLC disclose fund performance?
Councilor Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 |
| Phone | (301) 986-0600 |
| Fax | 301-986-0432 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316.9M▲ 5%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,389 advisers
EmployeesTop 34%
More than 66% of 16,799 advisers
Assets under management
$316.9Mregulatory AUM
Discretionary $297.9MNon-discretionary $19.1M