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 an LLC and SEC-registered in 2023. The firm serves individual and family clients, offering fee arrangements that combine a percentage of assets under management with fixed fees. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. Counterweight identifies as not being an active ESG investor and does not present itself as a multi-state or capital-allocating adviser. The firm lists an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3Kyle 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
$86.8M in ETFs
94%
$81.3M
2%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $7.8M | 18,395 | 9.04% |
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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