Overview
Assets Under Management: $335 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Frequently Asked Questions
OLD NORTH STATE WEALTH MANAGEMENT, 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 #148659), OLD NORTH STATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OLD NORTH STATE WEALTH MANAGEMENT, LLC is headquartered in WILMINGTON, NC.
OLD NORTH STATE WEALTH MANAGEMENT, LLC serves 103 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, OLD NORTH STATE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OLD NORTH STATE WEALTH MANAGEMENT, LLC manages $335 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, OLD NORTH STATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 970
Discretionary Accounts: 917
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 148659
Last Filing Date: 2024-03-22 00:00:00
Website: https://oldnorthstatewealth.com