{
  "crd_number": 327880,
  "slug": "counterweight-private-wealth-wilmington-nc-327880",
  "primary_business_name": "COUNTERWEIGHT PRIVATE WEALTH",
  "legal_name": "COUNTERWEIGHT VENTURES, LLC",
  "dbas": [],
  "city": "Wilmington",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "48900",
  "metro": {
    "cbsa_code": "48900",
    "common_name": "Wilmington",
    "msa_name": "Wilmington, NC",
    "path": "/advisors/nc/wilmington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-07",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 207187212.0,
  "raum_discretionary": 207187212.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 7758280.0,
      "count": 30
    },
    "high_net_worth_individuals": {
      "raum": 199428932.0,
      "count": 57
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "TX"
  ],
  "websites": [
    "https://counterweightpw.com",
    "https://facebook.com/counterweightpw",
    "https://instagram.com/counterweightprivatewealth",
    "https://linkedin.com/company/counterweightpw",
    "https://youtube.com/@counterweight"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327880",
  "city_as_filed": "WILMINGTON",
  "url": "https://advisorcensus.com/firm/counterweight-private-wealth-wilmington-nc-327880",
  "display_name": "Counterweight Private Wealth",
  "summary": "Counterweight Private Wealth is an SEC-registered investment advisory firm in Wilmington, NC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Counterweight Private Wealth (CRD 327880): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Counterweight Private Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Counterweight Private Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Counterweight Private Wealth located?",
      "a": "Counterweight Private Wealth's principal office is in Wilmington, NC, according to its Form ADV."
    },
    {
      "q": "Is Counterweight Private Wealth registered with the SEC or a state?",
      "a": "Counterweight Private Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327880."
    },
    {
      "q": "How much does Counterweight Private Wealth manage?",
      "a": "Counterweight Private Wealth reports $207,187,212 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Counterweight Private Wealth's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Counterweight Private Wealth: Regulatory assets under management: $0 in the October 2023 data and $207,187,212 in the October 2026 data. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Counterweight Private Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (30)."
    },
    {
      "q": "Which custodians does Counterweight Private Wealth use?",
      "a": "Counterweight Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Counterweight Private Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327880"
    },
    {
      "q": "What changed in Counterweight Private Wealth's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $167,766,325 to $207,187,212 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 137008121.0,
      "total_employees": 3,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 167766325.0,
      "total_employees": 3,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 207187212.0,
      "total_employees": 3,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $167,766,325 to $207,187,212 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/counterweight-private-wealth-wilmington-nc-327880.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 7758280.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 199428932.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327880",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}