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PEMBROKE WEALTH MANAGEMENT, LLC
CRD 281341
7890 MARKET ST, WILMINGTON, NC, 28411, United States
Phone
2524754000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)FINANCIAL CONSULTING (SINGLE SUBJECT)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $4.9M |
| High net worth individuals | 2 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD