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

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

Insights

Sector Alignment Counsel Wealth Management operates within the financial services sector, offering tailored wealth management solutions for individuals, families, and institutions. This positions the company well to promote advanced financial planning tools and digital investment platforms to enhance client engagement.

Client Service Focus With a commitment to personalized service and client education, there is an opportunity to introduce innovative educational technologies and client communication solutions that can further strengthen client relationships and differentiate their offerings.

Growth Potential Managing over 200 million dollars across diverse client portfolios, Counsel Wealth Management could benefit from scalable fintech solutions to streamline portfolio management, compliance, and reporting, supporting future growth and operational efficiency.

Technology Stack Utilizing cloud and web technologies such as Cloudflare, Microsoft 365, and video streaming tools indicates openness to digital solutions, suggesting opportunities for integrated cybersecurity, advanced analytics, or cloud-based financial management platforms.

Market Positioning Competing with large firms like Charles Schwab and Fidelity, Counsel Wealth Management can leverage niche or personalized digital marketing, CRM enhancements, or niche fintech partnerships to enhance competitive positioning and attract new high-net-worth clients.

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
Modernizr
Javascript Libraries
Video.js
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	47%
FirstL@counselwealthmanagement.com	JohnD@counselwealthmanagement.com	3%
FirstLas@counselwealthmanagement.com	JohnDoe@counselwealthmanagement.com	3%
First@counselwealthmanagement.com	John@counselwealthmanagement.com	47%

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 SIC code NAICS code?

Counsel Wealth Management, Inc.'s SIC code is 6282 - Investment Advice 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 365jQueryModernizrVideo.jsGoogle 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 GoDaddy, Microsoft 365, jQuery, AddThis, Font Awesome.

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
SIC Code: 6282 - Investment Advice
NAICS Code: 52 - Finance and Insurance
Founded: 1987
Employees: 11-50