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Judith Parmelee Barnhard

Investment adviser representative at Councilor Wealth LLC
35 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$316.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

35 years in the industry.

  1. Councilor Wealth LLCJun 2014 to now
  2. May Barnhard Investments, LLC dba Mbi, LLCNov 2013 to now
  3. May & Barnhard, PcOct 1991 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (DC, MD, VA).

Councilor Wealth LLC

$316.9MAssets managed
197Clients
10Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4566341
Firm CRD
170858
Advisor's SEC record (opens in a new tab)
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