1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ACCRUENT WEALTH ADVISORS

Map pinWINSTON-SALEM, NC
Phone336-760-4829
NotebookSEC #801-118266
Total AUM
$197.7M
Employees
3
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1399 ASHLEYBROOK LANE, SUITE 120
WINSTON-SALEM
NC 27103
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
336-760-4829

ReceiptFinancials

Total AUM
$197.7M
Accounts
636
Discretionary
$174.8M
Accounts
530
Non-Discretionary
$23M
Accounts
106

ContactClients

View more in analytics →

Individual Clients
64
AUM
$32M
HNW Individual Clients
74
AUM
$165.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account