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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2023
- Office Locations
- 1
Office Locations
About Counterweight Private Wealth
Counterweight Private Wealth is a Wilmington, NC fee-only fiduciary RIA providing comprehensive wealth management and tax services for individuals approaching or in retirement. The team coordinates retirement income planning, proactive financial planning, tax, estate/legacy, insurance/risk, and portfolio construction to keep decisions aligned to client values and purpose. Custody is through Fidelity/NFS, with ETF usage common.
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Owner & Executives
NICHOLAS JAMES MURPHY
President
- CRD
- #4557550
- Ownership
- 75% or more
KYLE MICHAEL KOCH
Chief Compliance Officer
- CRD
- #1865093
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STEVEN MATTHEW SWIERKOWSKI
Wealth Advisor
- CRD
- #7307193
Showing 1 of 3 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,187,212 | $496,852 |
| Non-Discretionary | $0 | -- |
| Total | $207,187,212 | $496,852 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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