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ESTATE COUNSELORS, LLC, CRD 123452
THIENSVILLE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| A••••• J••• W••••• | n/a | THIENSVILLE, WI | 22 | 22 | n/a | no |
| S•••• P•••• | n/a | Chicago, IL | THIENSVILLE, WI | 8 | 9 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| E•••• M• W••••• F••••• T•••• | Owner | C | yes | 01/2022 | Mar 16, 2026 | Mar 16, 2026 |
| J•••• A• W••••• F••••• T•••• | Owner | C | yes | 01/2022 | Mar 16, 2026 | Mar 16, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $1.1B | 18.5% | $936M | 12.9% | 7 | 7 | 1 | 1 |
| no |
| J•••• A• W••••• | n/a | Mequon, WI | THIENSVILLE, WI | 4 | 12 | n/a | no |
| S•••••• M•••• | n/a | THIENSVILLE, WI | 3 | 10 | 4 | no |
| N••••• J•••• K••••••• | n/a | THIENSVILLE, WI | 0 | 10 | n/a | no |
| Owner |
| C |
| yes |
| 01/2022 |
| Mar 16, 2026 |
| Mar 16, 2026 |
| M••••• S•••••• | Cco | Na | yes | 03/2024 | Mar 16, 2026 | Mar 16, 2026 |
| A••••• J• A•• L•••• S• W••••• T•••• | Owner | B | yes | 01/2017 | Mar 31, 2022 | Jul 24, 2024 |
| W•••••• A•••••• J••• | Trustee | F | yes | 01/2017 | Mar 9, 2012 | Jul 24, 2024 |
| W•••••• A•••••• J••• | PRESIDENT AND CEO | Na | yes | 02/2002 | Mar 9, 2012 | Jul 24, 2024 |
| W•••••• J••••• A• | Trustee | F | yes | 01/2022 | Mar 31, 2022 | Jul 24, 2024 |
| W•••••• J••••• A• | Trustee | F | yes | 01/2022 | Mar 31, 2022 | Jul 24, 2024 |
| W•••••• J••••• A• | Trustee | F | yes | 12/2021 | Mar 31, 2022 | Jul 24, 2024 |
| W•••••• L•••• | Trustee | F | yes | 01/2017 | Aug 15, 2018 | Jul 24, 2024 |
| Mar 16, 2026 |
| $1.3B |
| $1.3B |
| 7 |
| 4 |
| 1 |
| n/a |
| n/a |
| 2024 | Apr 25, 2025 | $1.1B | $1.1B | 7 | 4 | 1 | n/a | n/a |
| 2023 | Mar 21, 2024 | $1.1B | $1.1B | 7 | 7 | 1 | n/a | n/a |
| 2022 | Mar 24, 2023 | $936M | $936M | 7 | 7 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.0B | $1.0B | 6 | 6 | 1 | n/a | n/a |
| 2020 | Mar 27, 2021 | $932M | $929M | 5 | 5 | 1 | n/a | n/a |
| 2019 | Mar 24, 2020 | $822M | $819M | 4 | 3 | 0 | n/a | n/a |
| 2018 | Mar 15, 2019 | $639M | $634M | 5 | 4 | 0 | n/a | n/a |
| 2017 | Feb 7, 2018 | $599M | $594M | 5 | 4 | 0 | n/a | n/a |
| 2016 | Mar 23, 2017 | $502M | $498M | 5 | 4 | n/a | n/a | n/a |
| 2015 | Mar 15, 2016 | $393M | $389M | 5 | 4 | n/a | n/a | n/a |
| 2014 | Mar 20, 2015 | $319M | $315M | 4 | 3 | n/a | n/a | n/a |
| 2013 | Feb 19, 2014 | $276M | $271M | 3 | 2 | n/a | n/a | n/a |
| 2012 | Mar 7, 2013 | $197M | $192M | 3 | 2 | n/a | n/a | n/a |
| 2011 | Mar 9, 2012 | $165M | $161M | n/a | n/a | n/a | n/a | n/a |