Counterweight Private Wealth
Counterweight Private Wealth is an SEC-registered wealth manager in Wilmington, NC with $207.2M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Counterweight Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327880, SEC 801-128694, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $207.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Wilmington, NC
- Employees
- 3
- Clients
- 87
- CRD
- 327880
- Ownership
- MURPHY, NICHOLAS, JAMES; Koch, Kyle, Michael
How much AUM does Counterweight Private Wealth have?
Counterweight Private Wealth reported $207.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Counterweight Private Wealth?
Disclosed owners and executives of Counterweight Private Wealth include MURPHY, NICHOLAS, JAMES, Koch, Kyle, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.