Overview
Assets Under Management: $137 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
COUNTERWEIGHT VENTURES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327880), COUNTERWEIGHT VENTURES, LLC is subject to fiduciary duty under federal law.
COUNTERWEIGHT VENTURES, LLC is headquartered in WILMINGTON, NC.
COUNTERWEIGHT VENTURES, LLC serves 50 high-net-worth clients according to their SEC filing dated October 16, 2024. View client details ↓
According to their SEC Form ADV, COUNTERWEIGHT VENTURES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
COUNTERWEIGHT VENTURES, LLC manages $137 million in client assets according to their SEC filing dated October 16, 2024.
According to their SEC Form ADV, COUNTERWEIGHT VENTURES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 291
Regulatory Filings
CRD Number: 327880
Last Filing Date: 2024-10-16 00:00:00
Website: https://dnmconsulting.net