DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Steven Schleupner

Councilor Wealth LLCindependent RIABethesda, Md IA-onlyIAPD 4646290

Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Steve Schleupner

At current firm

1 y

since Sep 1, 2025

In the industry

23 y

since Jul 11, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Councilor Wealth LLC independent RIA current
since Sep 1, 2025 · Smithsburg, Md
You Tree, LLC unclassified
Feb 4, 2021 to Sep 8, 2025 · Smithsburg, Md
One Day In July LLC independent RIA
Mar 18, 2019 to Dec 2, 2020 · Burlington, Vt
Advice And Planning Services BD affiliated
Dec 19, 2014 to Jun 13, 2017 · Williston, Vt
Cuna Brokerage Services, Inc. former
Jul 10, 2014 to Nov 13, 2014 · Montpelier, Vt
Park Avenue Securities LLC BD affiliated
Feb 3, 2005 to Jan 22, 2014 · Frederick, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 6, 2003 to Jan 5, 2005 · Frederick, Md

Moves

a registration end followed by a registration begin elsewhere

You Tree, LLC to Councilor Wealth LLC
left Sep 8, 2025, registered Sep 1, 2025 (-7 days) · Other
One Day In July LLC to You Tree, LLC
left Dec 2, 2020, registered Feb 4, 2021 (64 days) · Other
Advice And Planning Services to One Day In July LLC
left Jun 13, 2017, registered Mar 18, 2019 (643 days) · Other
Cuna Brokerage Services, Inc. to Advice And Planning Services
left Nov 13, 2014, registered Dec 19, 2014 (36 days) · Other
Park Avenue Securities LLC to Cuna Brokerage Services, Inc.
left Jan 22, 2014, registered Jul 10, 2014 (169 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Park Avenue Securities LLC
left Jan 5, 2005, registered Feb 3, 2005 (29 days) · Other

Signals

Steven Schleupner left You Tree, Llc for Councilor Wealth Llc (registered 2025-09-01)
Sep 8, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address