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UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592 · SEC 801-63767
132 NORTH FIRST STREET, ALBEMARLE, NC, 28001, United States
Phone
704-983-5959
Fax
704-982-4520
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$337.8M
Discretionary AUM
$337.8M
Team
14 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 609 | $137.4M |
| High net worth individuals | 228 | $152.4M |
| Charitable organizations | 27 | $30.7M |
| Corporations/business entities | 11 | $14.0M |
States served
NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD