SEC Form ADV · CIK 2041262

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Registered Investment AdviserNC
$452.6M
Assets Under Management
1,124
Total Clients
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Registration Details

CIK
2041262
Accession
CRD-148659
Location
WILMINGTON, NC
Filing Date
March 17, 2026
AUM
$452.6M
Total Clients
1,124
Amendment
No

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 1,124 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.