Estate Counselors, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 56
- Avg AUM / client
- $24.0M
- Accounts
- 319
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $4.3M | 0.32% |
| High net worth individuals | 29 | $484M | 36.0% |
| Investment companies | 2 | $730M | 54.3% |
| Corporations and other businesses | 17 | $127M | 9.42% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew John Willms | President And Ceo | Feb 2002 (25y) | Less than 5% | |
| Willms, Linda | Trustee | Jan 2017 (10y) | GP / trustee / elected manager of Andrew J. And Linda S. Willms Trust (indirect) | |
| Jacob A Willms | Trustee | Dec 2021 (5y) | GP / trustee / elected manager of Emily M. Willms Family Trust (indirect) | |
| Satyaki Mitra | Cco | Jun 2023 (3y) | Less than 5% | |
| Shrey Patel | Registered representative | May 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Emily M. Willms Family Trust | Owner | Jan 2022 | A | 25% – 50% |
| Jacob A. Willms Family Trust | Owner | Jan 2022 | A | 25% – 50% |
| Michael R. Willms Family Trust | Owner | Jan 2022 | A | 25% – 50% |
| Andrew J. And Linda S. Willms Trust | Owner | Jan 2017 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- Fidelity Brokerage Services $1.3B (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗