Overview
Assets Under Management: $163 million
Headquarters: HENDERSON, NC
High-Net-Worth Clients: 35
Average Client Assets: $2.7 million
Frequently Asked Questions
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA 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 #149889), PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC is subject to fiduciary duty under federal law.
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC is headquartered in HENDERSON, NC.
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC serves 35 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC manages $163 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA 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: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.62%
Average Client Assets: $2.7 million
Total Client Accounts: 742
Discretionary Accounts: 742
Regulatory Filings
CRD Number: 149889
Filing ID: 2075280
Last Filing Date: 2026-03-17 16:03:59