# Counterculture Wealth

> Counterculture Wealth is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 318333
- Filed as: COUNTERCULTURE WEALTH
- Legal name: Counterculture Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318333
- AdvisorCensus page: https://advisorcensus.com/firm/counterculture-wealth-318333

## Quick answers

**How is Counterculture Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Counterculture Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Counterculture Wealth registered with the SEC or a state?**
Counterculture Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318333.

**How much does Counterculture Wealth manage?**
Counterculture Wealth reports $3,507,009 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (0% discretionary).

**What types of clients does Counterculture Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does Counterculture Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318333

**What changed in Counterculture Wealth's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $2,809,742 to $3,507,009 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,507,009
- Discretionary: $0
- Non-discretionary: $3,507,009

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $3,507,009 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- counterculturewealth.com
- LinkedIn @tommymodec

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $2,809,742 to $3,507,009 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Counterculture Wealth (CRD 318333): Form ADV filing data as of October 2026.