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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

COUNSEL WEALTH MANAGEMENT, INC.

CRD 115165

ARDEN HILLS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00b2d255-442f-024a-c2e9-af6eba961456

Data as of Jun 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2012 to Jun 30, 2020
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $147MItem 5.F on the latest filing (2020-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $147M
Private client RAUM: $145MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,538
Individual clients: 543
High net worth clients: 22
Custody, client assets: $50.0M
SEC number: 801-63114
CRD: 115165
Filings on the tape: 26
First filed: Mar 12, 2012
Latest filed: Jun 30, 2020
Organised: Corporation, Minnesota

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCCREADY, PAUL, STUART	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	11/1987	Mar 12, 2012	Jun 30, 2020
Wood, Mitchell, Alan	CHIEF OPERATING OFFICER	Na	yes	01/2018	Mar 26, 2018	Jun 30, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
APW CAPITAL, INC.	n/a	n/a	n/a	N	no	n/a
LIBERTY ADVISOR MANAGED ASSETS INC.	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 24, 2020	$147M	$147M	10	5	0	n/a	n/a
2018	Mar 19, 2019	$147M	$147M	12	5	0	n/a	n/a
2017	Mar 26, 2018	$166M	$160M	10	5	0	n/a	n/a
2016	Mar 30, 2017	$145M	$145M	5	4	n/a	n/a	n/a
2015	Mar 15, 2016	$176M	$138M	6	4	n/a	n/a	n/a
2014	Feb 17, 2015	$185M	$150M	6	5	n/a	n/a	n/a
2013	Mar 5, 2014	$183M	$152M	7	5	n/a	n/a	n/a
2012	Mar 13, 2013	$153M	$150M	7	4	n/a	n/a	n/a
2011	Mar 12, 2012	$183M	$180M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$147M	$147M	-0.2%	$145M	0.4%	10	12	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LARSON WEALTH PARTNERS	3	Sep 1, 2020	Nov 6, 2020	ARDEN HILLS, MN	Firm absorbed	RIA to new firm	100.0%

Relationships

Controls (2)

← MCCREADY, PAUL, STUARTOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 12, 2012 to presentfactForm ADV
← Wood, Mitchell, AlanOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 26, 2018 to presentfactForm ADV

Moved with (1)

→ LARSON WEALTH PARTNERSRegistered adviser3 advisors, firm absorbed, same day
Sep 1, 2020 to Nov 6, 2020factForm ADV

Registered with (6)

← RICHARD ALLEN VASTERLINGAdvisorregistration: previous registration
Dec 10, 2013 to Sep 1, 2020factForm ADV
← MITCHELL ALAN WOODAdvisorregistration: previous registration
May 16, 2018 to Sep 1, 2020factForm ADV
← Jan Martha BarnesAdvisorregistration: previous registration
Jan 30, 2017 to Sep 1, 2020factForm ADV
← Tami HeuringAdvisorregistration: previous registration
Oct 28, 2014 to May 31, 2016factForm ADV
← KEVIN M DISTADAdvisorregistration: previous registration
Dec 8, 2009 to Jul 22, 2015factForm ADV
← BENJAMIN LEE WACEKAdvisorregistration: previous registration
Dec 9, 2013 to Aug 7, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00b2d255-442f-024a-c2e9-af6eba961456
First observed: Mar 12, 2012
Last observed: Jun 30, 2020 75 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COUNSEL WEALTH MANAGEMENT, INC.

CRD 115165

ARDEN HILLS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00b2d255-442f-024a-c2e9-af6eba961456

Data as of Jun 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCREADY, PAUL, STUART

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

11/1987

Mar 12, 2012

Jun 30, 2020

Wood, Mitchell, Alan

CHIEF OPERATING OFFICER

yes

01/2018

Mar 26, 2018

Jun 30, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

APW CAPITAL, INC.

n/a

LIBERTY ADVISOR MANAGED ASSETS INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 24, 2020

$147M

n/a

2018

Mar 19, 2019

$147M

n/a

2017

Mar 26, 2018

$166M

$160M

n/a

2016

Mar 30, 2017

$145M

n/a

2015

Mar 15, 2016

$176M

$138M

n/a

2014

Feb 17, 2015

$185M

$150M

n/a

2013

Mar 5, 2014

$183M

$152M

n/a

2012

Mar 13, 2013

$153M

$150M

n/a

2011

Mar 12, 2012

$183M

$180M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$147M

-0.2%

$145M

0.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LARSON WEALTH PARTNERS

Sep 1, 2020

Nov 6, 2020

ARDEN HILLS, MN

Firm absorbed

RIA to new firm

100.0%