LIVE OAK PRIVATE WEALTH, LLC
Wilmington, NC
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(844) 469-5679
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NC, WILMINGTON
8 advisers found
OLD NORTH STATE WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$452.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
910-509-3800
TILIA FIDUCIARY PARTNERS, INC.
Wilmington, NC
AUM
$403.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
910-679-4093
DOVETAIL FINANCIAL GROUP LLC
Wilmington, NC
AUM
$298.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
910-395-1991
OMNISTAR FINANCIAL GROUP, INC.
Wilmington, NC
AUM
$285.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
910-319-7834
LUMINA WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
910-599-9409
SEASIDE WEALTH ADVISORS LLC
Wilmington, NC
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
910-550-3554
SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.
Wilmington, NC
AUM
$75.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
910-763-4113