SourcingSourcing

ESTATE COUNSELORS, LLC

C20
CRD 123452·SEC 801-62584·THIENSVILLE, WI
AUM
$1.35B
$1B+
Est. Revenue
$13.5M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$32.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ESTATE COUNSELORS, LLC
CRD
123452
SEC file #
801-62584
EIN
270159296
DBA names
The Milwaukee Company

Economics

AUM
$1.35B
AUM band
$1B+
AUM trajectory
'20'26
$638.6M → $1.35B▲ +111%
Client mix
Individuals High Net Worth29
Corporations17
Individuals Other8
Investment Companies2

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
THIENSVILLE WI
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
linkedin.com/company/the-milwaukee-company(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EMILY M. WILLMS FAMILY TRUST
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
EMILY M. WILLMS FAMILY TRUST
JACOB A. WILLMS FAMILY TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001593324
Edgar Registered
Yes
Edgar Filing Count
46
Edgar First Filing Date
2016-02-08
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
44
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001593324-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
4 ORINDA WAYSUITE 100-AORINDA, CA 94563
Business
4 ORINDA WAYSUITE 100-AORINDA, CA 94563
Edgar EIN
270159296
Edgar Recent Filings
13F-HR2026-05-11 · 0001593324-26-000004
13F-HR2026-02-12 · 0001593324-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
WILLMS, ANDREW, JOHN
IAR · Executive Officer · 2.5%
4786893
MITRA, SATYAKI
IAR · Executive Officer · 2.5%
7286447
SHREY PATEL
IAR
6944007
Jacob A Willms
IAR
7386170
MAGGIE BARRY SMITH
IAR
5912993
SAMUEL SYLVANUS MCNINCH
IAR
1319783
CHARLES EDWARD STOCKHAM
IAR
1450631