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COUNTERWEIGHT PRIVATE WEALTH
COUNTERWEIGHT VENTURES, LLC
CRD 327880 · SEC 801-128694
404 N. 3RD STREET, SUITE 107, WILMINGTON, NC, 28401, United States
Phone
919-726-6124
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$207.2M
Discretionary AUM
$207.2M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $7.8M |
| High net worth individuals | 57 | $199.4M |
States served
NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD