Insights

Growth Potential With a revenue range of 10 to 25 million dollars and managing over 200 million dollars in assets, Counsel Wealth Management demonstrates solid growth and a significant client base. This indicates ongoing opportunities for expanding service offerings, technology solutions, and enhanced wealth management tools.

Niche Market Focus Specializing in managing wealth for individuals, families, businesses, trusts, and retirement accounts positions the company as a comprehensive provider for high-net-worth clients seeking personalized financial strategies, creating avenues to offer tailored financial products and concierge services.

Modern Tech Stack Utilizing a range of modern digital tools including cloud-based services, content delivery networks, and analytics platforms presents opportunities to introduce advanced financial planning software, cybersecurity solutions, or client engagement platforms to enhance their digital presence.

Competitive Landscape Given its size and revenue, Counsel Wealth Management operates in a competitive environment alongside large firms like Charles Schwab and Fidelity. There is potential to offer scalable, innovative solutions that differentiate the firm through enhanced client experience or operational efficiency.

Client Education & Service The company emphasizes education, communication, and personalized service, which suggests opportunities for supporting client engagement through digital content, educational webinars, or CRM systems to deepen client relationships and improve satisfaction.

Similar companies to Counsel Wealth Management, Inc.

Counsel Wealth Management, Inc. Tech Stack

Counsel Wealth Management, Inc. uses 8 technology products and services including Cloudflare CDN, Microsoft 365, jQuery, and more. Explore Counsel Wealth Management, Inc.'s tech stack below.

Cloudflare CDN
Content Delivery Network
Microsoft 365
Email
jQuery
Javascript Libraries
Video.js
Javascript Libraries
Modernizr
Javascript Libraries
Google Tag Manager
Tag Management
GoDaddy
Web Hosting
AddThis
Widgets

Media & News

Counsel Wealth Management, Inc.'s Email Address Formats

Counsel Wealth Management, Inc. uses at least 1 format(s):

Counsel Wealth Management, Inc. Email Formats	Example	Percentage
First@counselwealthmanagement.com	John@counselwealthmanagement.com	89%
FirstL@counselwealthmanagement.com	JohnD@counselwealthmanagement.com	6%
FirstLas@counselwealthmanagement.com	JohnDoe@counselwealthmanagement.com	5%

Frequently Asked Questions

Where is Counsel Wealth Management, Inc.'s headquarters located?

Counsel Wealth Management, Inc.'s main headquarters is located at 6 Pine Tree Drive Suite 100 Arden Hills, Minnesota 55112 United States. The company has employees across 1 continents, including North America.

What is Counsel Wealth Management, Inc.'s phone number?

You can contact Counsel Wealth Management, Inc.'s main corporate office by phone at

+1-651-639-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Counsel Wealth Management, Inc.'s official website and social media links?

Counsel Wealth Management, Inc.'s official website is counselwealthmanagement.com and has social profiles on LinkedIn.

What is Counsel Wealth Management, Inc.'s NAICS code?

Counsel Wealth Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Counsel Wealth Management, Inc. have currently?

As of February 2026, Counsel Wealth Management, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include President: P. M.Founder: P. M. C.Founder - Advanced Trust & Estate Planning: M. E. S.. Explore Counsel Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Counsel Wealth Management, Inc. belong to?

Counsel Wealth Management, Inc. operates in the Financial Services industry.

What technology does Counsel Wealth Management, Inc. use?

Counsel Wealth Management, Inc.'s tech stack includes Cloudflare CDNMicrosoft 365jQueryVideo.jsModernizrGoogle Tag ManagerGoDaddyAddThis.

What is Counsel Wealth Management, Inc.'s email format?

Counsel Wealth Management, Inc.'s email format typically follows the pattern of First@counselwealthmanagement.com. Find more Counsel Wealth Management, Inc. email formats with LeadIQ.

When was Counsel Wealth Management, Inc. founded?

Counsel Wealth Management, Inc. was founded in 1987.

Counsel Wealth Management, Inc.

Q: What technology does Counsel Wealth Management, Inc. use?

Counsel Wealth Management, Inc.'s tech stack includes jQuery, Google Tag Manager, Font Awesome, Microsoft 365, Cloudflare CDN.

Q: What is Counsel Wealth Management, Inc.'s NAICS code?

Counsel Wealth Management, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States11-50 Employees

Counsel Wealth Management, Inc. is headquartered in St. Paul, Minnesota. Our core strength is our team of wealth management professionals and support staff, who are committed to superior client service. We manage over $200 million for individuals, families, businesses, trusts and retirement accounts. Let us see how we can add value to your portfolio.

Our mission is to inspire our clients to make informed financial decisions through 
education, communication, and exceptional personalized service.

Company Overview

Headquarters: 6 Pine Tree Drive Suite 100 Arden Hills, Minnesota 55112 United States
Phone number: +1-651-639-****
Website: counselwealthmanagement.com
NAICS Code: 52 - Finance and Insurance
Founded: 1987
Employees: 11-50