Counterweight Private Wealth

Counterweight Private Wealth (CRD# 327880) is a financial advisory firm headquartered in Wilmington, NC. They manage $137,008,121 in 291 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
404 N. 3rd Street, Suite 107, Wilmington, NC 28401
https://instagram.com/counterweightprivatewealth
By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $470,818
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Counterweight Private Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Murphy, financial advisor Wilmington NC
Nicholas J. Murphy
CRD#: 4557550
404 N. 3rd Street, Suite 107, Wilmington, NC 28401

Nicholas Murphy (CRD# 4557550) is an Investment Advisor Representative working at Counterweight Private Wealth in Wilmington, NC and has over 21 years of experience in the finance industry.

2
Steven Swierkowski, financial advisor Wilmington NC
Steven M. Swierkowski
CRD#: 7307193
404 N. 3rd Street, Suite 107, Wilmington, NC 28401

Steven Swierkowski (CRD# 7307193) is an Investment Advisor Representative working at Counterweight Private Wealth in Wilmington, NC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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