Counterweight Private Wealth

Financial planning in Wilmington, NC

SEC registeredNo commissions reported

Call (919) 726-6124 Send a message Map ↗

Public-record details

Address: 404 N. 3rd Street, Suite 107, Wilmington, NC 28401
Phone: (919) 726-6124
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Counterweight Ventures, LLC
CRD number: 327880
Registration: SEC registered since 2023-09-07
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $207.2 million
Accounts managed: 417
Clients reported (Form ADV 5.D): 87
Individual / high-net-worth clients: 30 / 57
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

SEC registered investment adviser, CRD 327880, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 327880 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Wilmington

Ascendor Wealth, LLC5700 Oleander Drive · Wilmington, NC 28403 · (910) 790-0122 · Financial planningCRD 148969 · % of assets, Fixed fees · $145.6 million AUMSEC registeredNo commissions reported Dominion Wealth Management, LLC4014 Oleander Dr., Suite 103 · Wilmington, NC 28403 · (910) 625-8595 · Financial planningCRD 315417 · % of assets · $60.0 million AUMState registeredNo commissions reported Dovetail Financial Group LLC210-4 Avondale Ave · Wilmington, NC 28403 · (910) 395-1991 · Financial planningCRD 311298 · % of assets, Hourly charges, Fixed fees · $298.9 million AUMSEC registeredNo commissions reported Live Oak Private Wealth, LLC1741 Tiburon Drive · Wilmington, NC 28403 · (844) 469-5679 · Financial planningCRD 297904 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported Lumina Wealth Management, LLC1427 Military Cutoff Road, Suite 207 · Wilmington, NC 28403 · (910) 599-9409 · Financial planningCRD 291548 · % of assets, Hourly charges, Fixed fees · $240.2 million AUMSEC registeredNo commissions reported Masonboro Advisors5815 Oleander Drive, Suite 260 · Wilmington, NC 28403 · (910) 742-0509 · Financial planningCRD 145151 · % of assets, Hourly charges, Fixed fees · $206.5 million AUMSEC registeredNo commissions reported Omnistar Financial Group, INC.1712 Eastwood Road, Suite 212 · Wilmington, NC 28403 · (910) 319-7834 · Financial planningCRD 138515 · % of assets, Hourly charges, Fixed fees · $285.7 million AUMSEC registeredNo commissions reported Pembroke Wealth Management, LLC7890 Market St · Wilmington, NC 28411 · (252) 475-4000 · Hourly feesCRD 281341 · % of assets, Hourly charges, Fixed fees · $7.3 million AUMState registeredNo commissions reported

All 12 in Wilmington →