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COUNTERWEIGHT PRIVATE WEALTH

WILMINGTON, NC · CRD 327880 · IAPD ↗ · 919-726-6124

$207.2MRegulatory AUM
2Advisory reps
3Employees
1Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — COUNTERWEIGHT PRIVATE WEALTH reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
November 2024 — COUNTERWEIGHT PRIVATE WEALTH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
October 2024 — COUNTERWEIGHT PRIVATE WEALTH notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — COUNTERWEIGHT PRIVATE WEALTH added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.