RIA Intel›Advisers›North Carolina›30-40 WEALTH PARTNERS, LLC

30-40 WEALTH PARTNERS, LLC

Advisory

NC

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in NC
#493
of 516 advisers by AUM
Average account
$454K
across 127 accounts
AUM per adviser
$58M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$58M
Discretionary %
100%
Clients
38
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NC, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

CARNEGIE CAPITAL ADVISORS LLC
CHARLOTTE, NC
$58M
+7.6% 1Y
BEACON FINANCIAL SERVICES INC
FAYETTEVILLE, NC
$57M
LAZARUS FINANCIAL PLANNING, LLC
$58M
CONSOLIDATED ASSET MANAGEMENT LTD
SOUTHPORT, NC
$57M
-0.8% 1Y
STRATFORD ADVISORS, INC.
WINSTON SALEM, NC
$57M
-11.0% 1Y
MAIN STREET FINANCIAL GROUP, INC
TRYON, NC
$57M
+36.7% 1Y

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