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COUNTERWEIGHT PRIVATE WEALTH
404 N. 3rd Street
Suite 107
Wilmington, North Carolina 28401
Tel: 919-726-6124
About COUNTERWEIGHT PRIVATE WEALTH
COUNTERWEIGHT PRIVATE WEALTH, formally registered with the SEC as COUNTERWEIGHT PRIVATE WEALTH. The firm was established in 09/07/2023. They have over 3 offices throughout the country.
COUNTERWEIGHT PRIVATE WEALTH is a Wilmington, North Carolina based Financial Planning firm with nearly $137,008,121 assets under management, offering retirement planning & investment advisory services to 291 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327880 |
| SEC# | 801-128694 |
| Assets Managed by Firm | $137,008,121 |
| No. of Clients | 291 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 291 | $137,008,121 |
| Individuals (other than high net worth individuals) | 40 | $10,686,067 |
| High net worth individuals | 41 | $126,322,054 |
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|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
| $300,798,686,558 | 8078 | 513 | |
| $137,561,001,775 | 6685 | 31 |
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