LP Profile

Old North State Wealth Management

Also known as old north state wealth

Wealth ManagerWilmington, United StatesFounded 2008
$288M
Assets Under Management
Wilmington
Headquarters
Investment Focus

About Old North State Wealth Management

Old North State Wealth Management is a wealth manager based in Wilmington, US. Founded in 2008. Reported AUM: 288 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Old North State Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$452.6M
Total Clients
1,124
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Old North State Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Old North State Wealth Management?

Old North State Wealth Management is a wealth manager based in Wilmington, United States, managing approximately $288M in assets.

Where is Old North State Wealth Management headquartered?

Old North State Wealth Management is headquartered in Wilmington, United States.

How much does Old North State Wealth Management manage?

Old North State Wealth Management manages approximately $288M in assets under management.

When was Old North State Wealth Management founded?

Old North State Wealth Management was founded in 2008.

How can I contact Old North State Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Old North State Wealth Management are available on LPbacked. Create a free account to access them.