Overview
Assets Under Management: $278 million
Headquarters: MYRTLE BEACH, SC
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Frequently Asked Questions
CAROLINA WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288837), CAROLINA WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
CAROLINA WEALTH ADVISORS, LLC is headquartered in MYRTLE BEACH, SC.
CAROLINA WEALTH ADVISORS, LLC serves 117 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, CAROLINA WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CAROLINA WEALTH ADVISORS, LLC manages $278 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, CAROLINA WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,382
Discretionary Accounts: 1,332
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 288837
Last Filing Date: 2024-03-26 00:00:00
Website: https://carolinawa.com