This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COUNTERWEIGHT PRIVATE WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 9, 2021

First registration

Feb 10, 2021

Dual registered

no

IAPD individual key

7307193

• Occurred

  Oct 10, 2023
  Advisor changed firm

  Steven Matthew Swierkowski left Truclarity Wealth Advisors for Counterweight Private Wealth (registered 2023-10-12)

  Form ADVobserved 6 days ago
• Occurred

  Mar 25, 2022
  Advisor changed firm

  Steven Matthew Swierkowski left Park Avenue Securities Llc for Truclarity Wealth Advisors (registered 2022-03-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ad9f2850-8639-fb01-9b4b-23b356b7b44c

First observed

Feb 10, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.