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Chief Compliance Officer · Councilor Wealth LLC

Reema A. Patel

CRD 7888413 · Named on Form ADV at one SEC-registered adviser

At a glance

Councilor Wealth LLC, an SEC-registered wealth manager based in Bethesda, MD with $317 million in regulatory assets, lists Reema A. Patel on its Form ADV as Chief Compliance Officer.

Firms and roles

  • Councilor Wealth LLCChief Compliance OfficerWealth manager · Bethesda, MD · $317M in regulatory assets

AtlasMembers

Reema’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Reema’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.