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Building 2CAROLINA WEALTH ADVISORS

Map pinMYRTLE BEACH, SC
Phone(843) 448-4425
NotebookSEC #801-119040
Total AUM
$313.4M
Employees
6
Clients
597

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 LONDON STREET
SUITE 204
MYRTLE BEACH
SC 29577
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(843) 448-4425

ReceiptFinancials

Total AUM
$313.4M
Accounts
1,591
Discretionary
$308.5M
Accounts
1,530
Non-Discretionary
$5M
Accounts
61

ContactClients

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Individual Clients
459
AUM
$99.5M
HNW Individual Clients
128
AUM
$207.2M
Charitable Organization Clients
1
AUM
$1.8K
Corporation or Business Clients
9
AUM
$6.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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