Counterweight Private Wealth
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 327880
- Registered since
- September 7, 2023
- Website
- counterweightpw.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.26%
- Individuals3.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Counterweight Private Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm is owner-operated and focuses on individual and family clients, offering financial planning and discretionary portfolio management (including for small businesses). Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not present itself as a capital allocator, is not active on ESG mandates, and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Kyle Koch
CCOCRD 1865093
Nicholas Murphy
Founder and PresidentCRD 4557550
Steven Swierkowski
Senior Wealth AdvisorCRD 7307193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$95.4M in ETFs
91%
$87M
6%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $9.1M | 73,190 | 9.52% |
Location
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 404 N 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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