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PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889 · SEC 801-108507
115 N. GARNETT STREET, HENDERSON, NC, 27536, United States
Phone
252-492-8694
Fax
252-738-8929
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.8M
Discretionary AUM
$162.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $50.5M |
| High net worth individuals | 35 | $95.4M |
| Charitable organizations | 2 | $16.9M |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD