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BOLIN CREEK WEALTH ADVISORS LLC
CRD 325013
1829 E. FRANKLIN STREET, BLD. 600, SUITE E-5, CHAPEL HILL, NC, 27514, United States
Phone
919-366-7477
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.8M
Discretionary AUM
$23.8M
Team
2 total employees; 2 advisory reps; 30 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.8M |
| High net worth individuals | 10 | $21.0M |
All web addresses on file
Official SEC filing: View on IAPD