CRD: 129911
Wessel Investment Counsel, L.l.c.
$108.7M Total AUM
$108.7M Disc. AUM
-- 3Y CAGR
2 Employees
97 ADV. Clients
22 yrs Firm Age
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- Custodian
- Altruist · Pershing · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2004
- Office Locations
- 1
Office Locations
22 South Pack Square Suite 400 Asheville NC
About Wessel Investment Counsel, L.l.c.
Wessel Investment Counsel, LLC is an independent, fee-only RIA providing fiduciary financial planning and portfolio management. The firm emphasizes objective, cost-effective advice and client-first decision-making, led by Glenn Wessel (CFA, CPA, CFP). Portfolios are implemented primarily with public funds and ETFs, with custody available through platforms such as Pershing and Altruist.
Team overview
-- AVG AGE
$108.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
22.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ELMER GLENN FREDERICK WESSEL JR
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #1430479
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,681,680 | $228,448 |
| Non-Discretionary | $0 | -- |
| Total | $108,681,680 | $228,448 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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