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Building 2CAROLINA WEALTH MANAGEMENT, INC.

Map pinGREENVILLE, NC
Phone252-439-1344
NotebookSEC #801-63091
Total AUM
$798.5M
Employees
10
Clients
646

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1706-A EAST ARLINGTON BLVD.
GREENVILLE
NC 27858
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
252-439-1344
Other Offices
1

ReceiptFinancials

Total AUM
$798.5M
Accounts
1,494
Discretionary
$583.8M
Accounts
1,411
Non-Discretionary
$214.6M
Accounts
83

ContactClients

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Individual Clients
443
AUM
$129.8M
HNW Individual Clients
144
AUM
$445.6M
Pension/Profit Sharing Plan Clients
42
AUM
$201M
Charitable Organization Clients
9
AUM
$4.1M
Corporation or Business Clients
8
AUM
$18M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYSCTXVA

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

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