COUNTERWEIGHT VENTURES, LLC

COUNTERWEIGHT VENTURES, LLC of WILMINGTON, NC is an SEC-registered investment adviser (CRD 327880). Regulatory assets under management: $207.2M.

Registration

• CRD: 327880
• SEC file number: 801-128694
• Type: Registered investment adviser
• Location: 404 N. 3RD STREET, SUITE 107, WILMINGTON, NC, 28401
• Phone: 919-726-6124
• Latest filing: 2026-03-30
• Regulatory AUM: $207.2M
• Discretionary AUM: $207.2M
• Clients: 3
• Accounts: 417

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327880 on SEC IAPD (source of record)
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