RIA Intel›Advisers›North Carolina›OLD NORTH STATE WEALTH MANAGEMENT, LLC

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Advisory

N·WILMINGTON, NC

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$453M

1-Year AUM Growth

+26.1%

3-Year CAGR

+11.2%

Employees

6

Assets Under Management

Total AUM$453M

Discretionary AUM$428M

Non-Discretionary AUM$25M

Discretionary %94.5%

Total Clients502

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingOct 13, 2008

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OLD NORTH STATE WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.