Overview
Assets Under Management: $278 million
Headquarters: ALBEMARLE, NC
High-Net-Worth Clients: 157
Average Client Assets: $666,765
Frequently Asked Questions
UWHARRIE INVESTMENT ADVISORS, INC. 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 #117592), UWHARRIE INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
UWHARRIE INVESTMENT ADVISORS, INC. is headquartered in ALBEMARLE, NC.
UWHARRIE INVESTMENT ADVISORS, INC. serves 157 high-net-worth clients according to their SEC filing dated April 23, 2025. View client details ↓
According to their SEC Form ADV, UWHARRIE INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
UWHARRIE INVESTMENT ADVISORS, INC. manages $278 million in client assets according to their SEC filing dated April 23, 2025.
According to their SEC Form ADV, UWHARRIE INVESTMENT ADVISORS, INC. 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.62
Average High-Net-Worth Client Assets: $666,765
Total Client Accounts: 811
Discretionary Accounts: 811
Regulatory Filings
CRD Number: 117592
Filing ID: 1981218
Last Filing Date: 2025-04-23 21:39:00
Website: https://uwharrie.com