RIA Intel›Advisers›North Carolina›BOLIN CREEK WEALTH ADVISORS LLC

BOLIN CREEK WEALTH ADVISORS LLC

Advisory

CHAPEL HILL, NC

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

Average account

$450K

across 53 accounts

AUM per adviser

$12M

2 advisers

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

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

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

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AGILE ENTERPRISES, LLC

$24M

CROSSROADS FINANCIAL SERVICES LLC

$23M

HIGHWIND WEALTH MANAGEMENT, LLC

$23M

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