DBA: COUNTERWEIGHT PRIVATE WEALTH
| Total AUM | $207.2M |
| Discretionary | $207.2M100% of AUM |
| Client Accounts | 417 |
| Avg Account Size | $497K |
| Employees | 3 |
| Peak AUM | $207.2MMar 2026 |
Total AUM
$207M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $207M | +23.5% | — | — | |
| Discretionary AUM | $207M | ||||
| Total AUM | $207.2M |
| Discretionary | $207.2M |
| Employees | 3 |
| Client Accounts | 417 |
| Client Range | 51-100 |
Address
404 N. 3RD STREET
WILMINGTON NC 28401
Phone
919-726-6124
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$207M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 417 | +23.7% | — | — |
| Avg Account Size | $496,851.827 | 0.2% | — | — |
| Employees | 3 | 0.0% | 0.0% | — |
| AUM / Employee | $69M | +23.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $207M | +23.5% | — | — | |
Client Count Segments | |||||
| HNW Clients | 30 | 3.2% | — | — | |
| Individuals | 57 | +14.0% | — | — | |