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CAROLINA WEALTH ADVISORS
CAROLINA WEALTH ADVISORS, LLC
CRD 288837 · SEC 801-119040
1110 LONDON STREET, SUITE 204, MYRTLE BEACH, SC, 29577, United States
Phone
(843) 448-4425
Fax
(843) 448-4784
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$313.4M
Discretionary AUM
$308.5M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 459 | $99.5M |
| High net worth individuals | 128 | $207.2M |
| Corporations/business entities | 9 | $6.7M |
States served
GA, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD