# Counterweight Private Wealth

Counterweight Private Wealth is a Bank / Wealth / Trust based in Wilmington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Address:** Wilmington, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** counterweightpw.com
- **LinkedIn:** https://www.linkedin.com/company/counterweightpw

## Regulatory record

- **CRD number:** 327880
- **SEC file number:** 801-128694
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327880

## About

Counterweight Private Wealth was established in 2023. It functions as a US-based wealth manager. The firm supplies investment advisory services that include financial planning and portfolio management. These services target individuals, high-net-worth individuals, trusts, and small businesses. No additional offices or team size data are recorded. No dated operational events from the last 24 months appear in available records.

## Questions

### Who runs investment decisions at Counterweight Private Wealth?

No named principals or investment leads are disclosed in available records.

### What services does Counterweight Private Wealth provide?

The firm provides investment advisory services including financial planning and portfolio management.

### Which client types does Counterweight Private Wealth serve?

Services are offered to individuals, high-net-worth individuals, trusts, and small businesses.

## Related profiles

- [Counterview Capital](https://altss.com/profile/counterview-capital)
- [Country Garden Venture Capital](https://altss.com/profile/country-garden-venture-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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