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CAROLINA WEALTH MANAGEMENT, INC.
CRD 131393 · SEC 801-63091
1706-A EAST ARLINGTON BLVD., GREENVILLE, NC, 27858, United States
Phone
252-439-1344
Fax
866-295-6986
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$798.5M
Discretionary AUM
$583.8M
Team
10 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 443 | $129.8M |
| High net worth individuals | 144 | $445.6M |
| Pension/profit sharing plans | 42 | $201.0M |
| Charitable organizations | 9 | $4.1M |
| Corporations/business entities | 8 | $18.0M |
States served
GA, NY, NC, SC, VA, TX, FL
All web addresses on file
- HTTP://WWW.MYCAROLINAWEALTH.COM
- HTTP://WWW.BUILDINGABETTER401K.COM
- https://www.facebook.com/mycarolinawealth
- https://www.linkedin.com/company/carolina-wealth-management-inc-/
- https://www.linkedin.com/in/david-damm-a430a09/
- https://www.linkedin.com/in/derek-pszenny-6970a727/
- https://www.linkedin.com/in/duff-meyer-aif-18820727/
- https://www.linkedin.com/in/401kplanadvisor/
- https://www.linkedin.com/in/parishparker401kadvisor/
Official SEC filing: View on IAPD