SEC Form ADV

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Firm profile: Professional Wealth Management Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC

$136.2M

Assets Under Management

171

Total Clients

Employees

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Registration Details

Accession: CRD-150266
Location: STATESVILLE, NC
Filing Date: January 30, 2026
AUM: $136.2M
Total Clients: 171
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC is a registered investment adviser headquartered in STATESVILLE, NC, managing approximately $136.2M in assets across 171 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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