{"url":"https://nivawealth.com/firms/estate-counselors-123452","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/123452","regulatoryAum":1345777922,"crd":"123452","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8098907","suffix":null,"lastName":"Kitowski","firstName":"Nathan","middleName":"James"},{"crd":"7286447","suffix":null,"lastName":"MITRA","firstName":"SATYAKI","middleName":null},{"crd":"6944007","suffix":null,"lastName":"PATEL","firstName":"SHREY","middleName":null},{"crd":"4786893","suffix":null,"lastName":"WILLMS","firstName":"ANDREW","middleName":"JOHN"},{"crd":"7386170","suffix":null,"lastName":"Willms","firstName":"Jacob","middleName":"A"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-27","regulatoryAum":931606650,"clients":41,"employees":5,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":1046632034,"clients":47,"employees":6,"offices":2},{"filedOn":"2023-03-24","regulatoryAum":936012576,"clients":50,"employees":7,"offices":2},{"filedOn":"2024-07-24","regulatoryAum":1081811573,"clients":58,"employees":7,"offices":2},{"filedOn":"2025-04-25","regulatoryAum":1135716819,"clients":58,"employees":7,"offices":2},{"filedOn":"2026-09-18","regulatoryAum":1345777922,"clients":56,"employees":7,"offices":2}],"secFileNumber":"801-62584","legalName":"Estate Counselors, LLC","displayName":"Estate Counselors","slug":"estate-counselors-123452","website":"https://themilwaukeecompany.com/","classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/the-milwaukee-company/","xUrl":"https://x.com/themilwaukeeco","founded":null,"organization":"Wisconsin limited liability company","fiscalYearEnd":"December","headquarters":{"street":"414 N. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Estate Counselors have?","answer":"Estate Counselors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Estate Counselors invest in?","answer":"At the end of its last fiscal year, Estate Counselors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 6% cash and equivalents, 5% U.S. government and agency bonds and 4% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Estate Counselors?","answer":"Estate Counselors’ direct owners are Andrew J. and Linda S. Willms Trust, Michael R. Willms Family Trust, Emily M. Willms Family Trust, and Jacob A. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}