Counterweight Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated March 30, 2026, reports $207M in regulatory assets under management, 3 employees, 2 offices, and 417 accounts.
Assets Under Management
$207M
Employees
3
Offices
2 offices
Total Clients
87
Primary office
WILMINGTON, NC
404 N. 3RD STREET, SUITE 107, WILMINGTON, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.5% of total clients.
Top client categories% of clientsClients
1
HNWI
65.5%
57
2
Individuals
34.5%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 30, 2026
Discretionary100.0%
$207M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$207M
Total Accounts417
10Y AUM Change+$207M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee29:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.