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OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD 148659 · SEC 801-69690
1430 COMMONWEALTH DRIVE, SUITE 200, WILMINGTON, NC, 28403, United States
Phone
910-509-3800
Fax
910-509-3805
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$452.6M
Discretionary AUM
$427.7M
Team
6 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; THIRD PARTY ADVISER FEES
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 360 | $121.9M |
| High net worth individuals | 111 | $328.6M |
| Pension/profit sharing plans | 1 | $345K |
| Charitable organizations | 3 | $677K |
| Corporations/business entities | 9 | $1.1M |
States served
GA, LA, NY, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD