404 N. 3rd Street
Suite 107
Wilmington, North Carolina 28401
Tel: 919-726-6124
COUNTERWEIGHT PRIVATE WEALTH, formally registered with the SEC as COUNTERWEIGHT PRIVATE WEALTH. The firm was established in 09/07/2023. They have over 1 offices throughout the country.
COUNTERWEIGHT PRIVATE WEALTH is a Wilmington, North Carolina based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | 120-Day Approval |
---|---|
Firm CRD# | 327880 |
SEC# | 801-128694 |
Assets Managed by Firm | $0 |
No. of Clients | 0 |
No. of Advisors | 3 |
No. of Clients | AUM |
---|
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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