Carolinas Wealth Consulting LLC
- Assets, Funds, Holdings
| Carolinas Wealth Consulting LLC
|
| CRD # | 300003 |
| SEC # | 801-60158 |
| CIK # | 0001803425 |
| AUM |
|
| Employees |
18 (61% Investors, 61% Brokers)
|
| Phone | 704-643-2455 |
| Address | 5605 Carnegie Blvd Suite 400
Charlotte, NC 28209 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
257
|
85.8 |
| (b) Individuals (high net worth individuals) |
284
|
1,116.9 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
11.7 |
| (h) Charitable organizations |
0 |
0.8 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
11 |
120.5 |
| (n) Other |
0 |
0.0 |
| Total |
1,873 |
1,335.6 |
| By Discretionary |
| Discretionary |
1,476 |
1,031.8 |
| Non-Discretionary |
397 |
303.8 |
| Total |
1,873 |
1,335.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,335.6 |
| Total |
1,873 |
1,335.6 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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