| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew J. and Linda S. Willms Trust Control | Owner | 10-25% | 2017 |
| Andrew John Willms Control | President And Ceo | Under 5% | 2002 |
| Emily M. Willms Family Trust Control | Owner | 25-50% | 2022 |
Estate Counselors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Estate Counselors, LLC reports 7 employees.
Estate Counselors, LLC is based in Thiensville, WI and has been SEC-registered since 2004.
Estate Counselors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 414 N. Main Street, Thiensville, WI 53092 |
| Phone | 262-238-6980 |
| Fax | 262-333-3209 |
| Office hours | 8:00-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.14B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.14B |