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COUNCILOR WEALTH LLC

BETHESDA, MD · CRD 170858 · IAPD ↗ · cbmcpa.com · (301) 986-0600

$316.9MRegulatory AUM
11Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
July 2026 — MBI LLC is now doing business as COUNCILOR WEALTH LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
February 2026 — MBI LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2026 — MBI LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — MBI LLC notice-filed in CA, DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — MBI LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — MBI LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.