COUNTERWEIGHT VENTURES, LLC
Legal name: COUNTERWEIGHT PRIVATE WEALTH
CRD #327880 SEC #801-128694 WILMINGTON, NC 919-726-6124
SEC Registered
Total AUM
$167.8M
Discretionary
$167.8M
Employees
3
Clients
0
Accounts
337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $167.8M | $167.8M | $0 | 3 | 0 |
| Oct 2024 | $137M | $137M | $0 | 3 | 0 |
| Sep 2024 | $137M | $137M | $0 | 3 | 0 |
| Mar 2024 | $137M | $137M | $0 | 3 | 0 |
| Mar 2024 | $137M | $137M | $0 | 3 | 0 |
| Dec 2023 | $154.7M | $154.7M | $0 | 3 | 0 |
| Oct 2023 | $0 | $0 | $0 | 3 | 0 |
| Sep 2023 | $0 | $0 | $0 | 3 | 0 |
| Sep 2023 | $0 | $0 | $0 | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0