Councilor Wealth LLC

CRD 170858 · Bethesda, MD · $316.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 170858
SEC number: 801-110144
Firm type: RIA
Assets under management: $316.9M as of Jun 1, 2026
Website: www.cbmcpa.com ↗
Phone: (301) 986-0600
Address: 7910 Woodmont Ave, Suite 500, Bethesda, MD, 20814

Advisors at this firm

10 in our index · page 1 of 1

Stephanie Lynn AndersonCRD 2012280 · Bethesda, MD

IA Registered
Judith Parmelee BarnhardCRD 4566341 · Bethesda, MD

IA Registered
Drew Michael CulverCRD 6246949 · Bristow, VA

IA RegisteredRegistration inactive
Gregory Michael EstesCRD 4359754 · Bethesda, MD

IA Registered
Abbie Niehoff FrishmanCRD 7891622 · Bethesda, MD

IA Registered
Charles Victor KimmelCRD 5567461 · Gaithersburg, MD

IA RegisteredRegistration inactive
Debora Ellen MayCRD 4567573 · Bethesda, MD

IA Registered
Reema Ambrish PatelCRD 7888413 · Bloomfield, NJ

IA Registered
Jane Ochsman RownyCRD 5771500 · Bethesda, MD

IA Registered
Steven SchleupnerCRD 4646290 · Smithsburg, MD

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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