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THE PINES WEALTH MANAGEMENT, LLC
CRD 326353 · SEC 801-129712
104 BRADFORD VILLAGE COURT, SOUTHERN PINES, NC, 28387, United States
Phone
(910) 475-8312
Fax
910-401-1539
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$485.9M
Discretionary AUM
$485.7M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $35.0M |
| High net worth individuals | 144 | $439.7M |
States served
CA, MD, MI, NJ, NY, NC, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD