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

Building 2CAROLINAS WEALTH CONSULTING LLC

Map pinCHARLOTTE, NC
Phone704-643-2455
NotebookSEC #801-60158
Total AUM
$1.5B
Employees
17
Clients
658

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5605 CARNEGIE BLVD. SUITE 400
CHARLOTTE
NC 28209
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
704-643-2455

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,252
Discretionary
$1.1B
Accounts
1,845
Non-Discretionary
$313.2M
Accounts
407

ContactClients

View more in analytics →

Individual Clients
388
AUM
$69.7M
HNW Individual Clients
246
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$9.6M
Charitable Organization Clients
7
AUM
$13.8M
Corporation or Business Clients
16
AUM
$131.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMAMDNCNJNYOHSCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account