← Back to searchVisit website
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266 · SEC 801-123592
211 SOUTH CENTER STREET, SUITE 417, STATESVILLE, NC, 28677, United States
Phone
704-872-0022
Fax
704-872-0121
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.2M
Discretionary AUM
$136.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $13.9M |
| High net worth individuals | 19 | $122.2M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD