COUNTERWEIGHT PRIVATE WEALTH

Tel: 919-726-6124 404 N. 3rd Street Suite 107 Wilmington, North Carolina 28401

About COUNTERWEIGHT PRIVATE WEALTH

COUNTERWEIGHT PRIVATE WEALTH is a Wilmington, North Carolina based financial advisory firm with nearly $137,008,121 in assets under management and provides investment advisory services for 291 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

327880

Firm SEC#:

801-128694

Assets Under Management:

$137,008,121

No. of Clients:

291

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses

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