RIA Intel›Advisers›North Carolina›WILLINGDON WEALTH MANAGEMENT LLC

WILLINGDON WEALTH MANAGEMENT LLC

Advisory

N·HUNTERSVILLE, NC

Data as of Jun 1, 2020 · Source: SEC Form ADV

Total AUM

$865M

1-Year AUM Growth

+34.4%

3-Year CAGR

+30.3%

Employees

12

Assets Under Management

Total AUM$865M

Discretionary AUM$858M

Non-Discretionary AUM$7M

Discretionary %99.2%

Total Clients—

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record56

First FilingOct 26, 2004

Latest FilingJun 1, 2020

🔒 Full AUM trend chart and 56 historical filings spanning 16+ 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 WILLINGDON WEALTH MANAGEMENT LLC

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