What departments does WealthCounsel, LLC have?

WealthCounsel, LLC has employees across 14 departments including Entrepreneurship, Marketing, Operations, Engineering, Human Resources.

What is the largest department at WealthCounsel, LLC?

The largest department at WealthCounsel, LLC is Engineering with 6 employees.

Where are WealthCounsel, LLC employees located globally?

WealthCounsel, LLC has employees across 2 continents and 3 countries including United States Of America, Canada, Brazil.

How has WealthCounsel, LLC's team size changed over time?

WealthCounsel, LLC's team has decreased from approximately 201 to 134 employees based on available data.

WealthCounsel, LLC Employee Directory

Legal ServicesNew Jersey, United States51-200 Employees

WealthCounsel, LLC is a Jersey City-based company operating in the legal services sector, with a focus on estate planning and elder law professionals. The firm is led by attorneys and delivers online document drafting tools, coaching programs, and a broad catalog of on-demand and live continuing education to support practitioners. Its offerings are designed to enable remote work, help attorneys create efficient documents, stay current with evolving laws, and develop their practices.

The primary customers are estate planning and elder law attorneys seeking practical resources to improve drafting quality, legal compliance, and firm growth. In the market, it positions itself as a specialized provider of drafting software and professional education for a focused segment of the legal industry. A recent development is the September 2025 launch of the Advisors Forum membership.

WealthCounsel, LLC Global Highlights

North America
217

United States Of America
215
Canada
2

South America
1

Brazil
1

WealthCounsel, LLC's Leadership

S. S.
Chief Technology Officer
Mobile Phone
Email
A. K.
Vice President Strategic Projects
Mobile Phone
Email
Y. O.
Vp Of Law Practice Success
Mobile Phone
Email
C. W.
Founder
Mobile Phone
Email
C. P.
Principal Fractional Chief Marketing Officer Fractional Chief Revenue Officer
Mobile Phone
Email
M. B.
Owner And Chief Operating Officer
Mobile Phone
Email
L. K.
Vp, People & Culture
Mobile Phone
Email
M. Z.
Vice President, Marketing
Mobile Phone
Email

WealthCounsel, LLC Employee Metrics

100%

50%

0%

2026

2025

Engineering
Marketing
Legal
Consultant
Operations
Other
Program & Project Management
Support
Analytics
Accounting
Media & Communications
Quality Assurance

Contact profiles from WealthCounsel, LLC

Name

Title

Contact

Location

Last Update

J. P.
Legal Software Developer
Mobile Phone
Email
Apr 17, 2026
D. C.
Legal Software Developer
Mobile Phone
Email
Jul 07, 2024
J. A.
Finance
Mobile Phone
Email
Aug 16, 2023
K. V.
Human Resources Generalist
Mobile Phone
Email
Oct 23, 2024
L. P.
Graphic Artist And Photographer
Mobile Phone
Email
Oct 23, 2024
M. E.
Secretary
Mobile Phone
Email
Oct 17, 2024
M. B.
Help Desk Specialist
Mobile Phone
Email
Mar 05, 2025
S. W.
Membership Advisor For The Member Experience Team
Mobile Phone
Email
Oct 17, 2024
Z. B.
Elder Law Faculty
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is WealthCounsel, LLC known for?

WealthCounsel, LLC was founded in 1997 operates in the Legal Services industry; you can contact the main corporate office by phone at

+1-888-659-****

. Explore WealthCounsel, LLC's company overview page for more information.

What is WealthCounsel, LLC's most common email format?

WealthCounsel, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthCounsel, LLC email formats with LeadIQ.

How many employees does WealthCounsel, LLC have currently?

WealthCounsel, LLC has approximately 175 employees as of July 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are WealthCounsel, LLC's key employees and leadership?

As of July 2026, WealthCounsel, LLC's key employees include:

Chief Technology Officer: S. S.
Vice President Strategic Projects: A. K.
Vp Of Law Practice Success: Y. O.
Founder: C. W.
Principal Fractional Chief Marketing Officer Fractional Chief Revenue Officer: C. P.

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WealthCounsel, LLC Employee Directory

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