# Counterweight Private Wealth

> 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.

- CRD: 327880
- Filed as: COUNTERWEIGHT PRIVATE WEALTH
- Legal name: Counterweight Ventures, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327880
- AdvisorCensus page: https://advisorcensus.com/firm/counterweight-private-wealth-wilmington-nc-327880

## Quick answers

**How is Counterweight Private Wealth compensated?**
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).

**Where is Counterweight Private Wealth located?**
Counterweight Private Wealth's principal office is in Wilmington, NC, according to its Form ADV.

**Is Counterweight Private Wealth registered with the SEC or a state?**
Counterweight Private Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327880.

**How much does Counterweight Private Wealth manage?**
Counterweight Private Wealth reports $207,187,212 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Counterweight Private Wealth's assets and staff changed since 2023?**
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.

**What types of clients does Counterweight Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (30).

**Which custodians does Counterweight Private Wealth use?**
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.

**Does Counterweight Private Wealth report any disciplinary disclosures?**
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

**What changed in Counterweight Private Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $167,766,325 to $207,187,212 (+23%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $207,187,212
- Discretionary: $207,187,212
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $7,758,280 |
| High net worth individuals | 57 | $199,428,932 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- counterweightpw.com
- Facebook @counterweightpw
- Instagram @counterweightprivatewealth
- LinkedIn @counterweightpw
- YouTube @counterweight

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | October 4, 2023 |
| October 2024 | $137,008,121 | 3 | September 11, 2024 |
| October 2025 | $167,766,325 | 3 | March 28, 2025 |
| October 2026 | $207,187,212 | 3 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $167,766,325 to $207,187,212 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Counterweight Private Wealth (CRD 327880): Form ADV filing data as of October 2026.