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Building 2OLD NORTH STATE WEALTH MANAGEMENT, LLC

Map pinWILMINGTON, NC
Phone910-509-3800
NotebookSEC #801-69690
Total AUM
$452.6M
Employees
6
Clients
484

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1430 COMMONWEALTH DRIVE, SUITE 200
WILMINGTON
NC 28403
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
910-509-3800
Other Offices
1

ReceiptFinancials

Total AUM
$452.6M
Accounts
1,124
Discretionary
$427.7M
Accounts
1,054
Non-Discretionary
$24.9M
Accounts
70

ContactClients

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Individual Clients
360
AUM
$121.9M
HNW Individual Clients
111
AUM
$328.6M
Pension/Profit Sharing Plan Clients
1
AUM
$345.3K
Charitable Organization Clients
3
AUM
$676.6K
Corporation or Business Clients
9
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNHNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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