Estate Counselors, LLC
● SEC registered since 2004CRD 123452SEC# 801-62584Thiensville, WI
Reg. AUM
$1.35B
Employees
7
Accounts
319
Location
Thiensville, WI
Estate Counselors, LLC assets under management
Estate Counselors, LLC is an SEC-registered investment adviser based in Thiensville, WI. The firm has been registered since 2004. It reports $1.3 billion in regulatory assets under management and employs 7 people.
Estate Counselors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew J. and Linda S. Willms Trust Control | Owner | 10-25% | 2017 |
| Andrew John Willms Control | President And Ceo | Under 5% | 2002 |
| Emily M. Willms Family Trust Control | Owner | 25-50% | 2022 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Estate Counselors, LLC manage?
Estate Counselors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Estate Counselors, LLC have?
Estate Counselors, LLC reports 7 employees.
Where is Estate Counselors, LLC located?
Estate Counselors, LLC is based in Thiensville, WI and has been SEC-registered since 2004.
Does Estate Counselors, LLC disclose fund performance?
Estate Counselors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 414 N. Main Street, Thiensville, WI 53092 |
| Phone | 262-238-6980 |
| Fax | 262-333-3209 |
| Office hours | 8:00-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.35B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.35Bregulatory AUM
Discretionary $1.35B