SEC Form ADV

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

Firm profile: Private Wealth Management of North Carolina — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC

$162.8M

Assets Under Management

742

Total Clients

Employees

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Registration Details

Accession: CRD-149889
Location: HENDERSON, NC
Filing Date: March 17, 2026
AUM: $162.8M
Total Clients: 742
Institutional Clients: 2
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC is a registered investment adviser headquartered in HENDERSON, NC, managing approximately $162.8M in assets across 742 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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