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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT AND CCO | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
| MURPHY, NICHOLAS, JAMES | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (3)
FL NC TX
Address
404 N. 3RD STREETSUITE 107
WILMINGTON, NC 28401
United States
Phone: 919-726-6124