RIA Intel›Advisers›North Carolina›PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Advisory

N·STATESVILLE, NC

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM
$136M
1-Year AUM Growth
+11.0%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$136M
Discretionary AUM$136M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients60
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingMay 27, 2009
Latest FilingJan 30, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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