RIA Intel›Advisers›North Carolina›PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

Advisory

N·HENDERSON, NC

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$163M
1-Year AUM Growth
+13.3%
3-Year CAGR
+9.4%
Employees
3
Assets Under Management
Total AUM$163M
Discretionary AUM$163M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients348
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingAug 31, 2009
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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