Steven Swierkowski
Counterweight Private Wealth · Wilmington, North Carolina
Steven Swierkowski is a fee-only financial advisor at Counterweight Private Wealth in Wilmington, North Carolina, who holds the CFP credential. Counterweight Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Counterweight Private Wealth |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $207.2M across 417 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7307193 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.counterweightpw.com |
How Steven's firm compares
- Counterweight Private Wealth's average account is about $497,000, from its Form ADV (assets managed divided by 417 accounts).
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Questions about Steven
Is Steven Swierkowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Counterweight Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Counterweight Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Swierkowski based?
Steven Swierkowski is based in Wilmington, North Carolina.
What credentials does Steven Swierkowski hold?
Steven Swierkowski holds the CFP credential.
Is Steven Swierkowski registered with the SEC?
Yes. Steven Swierkowski is registered as an investment adviser representative in NC (CRD 7307193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Counterweight Private Wealth manage?
Counterweight Private Wealth reports $207.2M across 417 accounts in assets under management.
How do I contact Steven Swierkowski?
Through Steven's website, www.counterweightpw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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