SEC Form ADV · CIK 2041262

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Registered Investment AdviserNC
$452.6M
Assets Under Management
2
Total Clients
6
Employees
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Registration Details

CIK
2041262
Accession
crd-148659
Location
WILMINGTON, NC
Filing Date
March 17, 2026
AUM
$452.6M
Total Clients
2
Institutional Clients
4
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

OLD NORTH STATE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in WILMINGTON, NC, managing approximately $452.6M in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.