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| Old North State Wealth Management LLC
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| CRD # | 148659 |
| SEC # | 801-69690 |
| CIK # | 0002041262 |
| AUM | 452.6 M (2026-03-17) |
| Employees | 6 (100% Investors, 50% Brokers) |
| Phone | 910-509-3800 |
| Address | 1430 Commonwealth Drive, Suite 200 Wilmington, NC 28403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| Corning Inc /NY | 8.6 | ||
| Boeing Co | 8.2 | ||
| Nvidia Corp | 8.2 | ||
| M I Homes Inc | 7.3 | ||
| Amazon Com Inc | 7.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.9 | ||
| Stanley Black & Decker Inc | 6.8 | ||
| LyondellBasell Industries NV | 6.2 | ||
| Energy Transfer Equity LP | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 360 | 0.1 |
| (b) Individuals (high net worth individuals) | 111 | 0.3 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,124 | 0.5 |
| By Discretionary | ||
| Discretionary | 1,054 | 0.4 |
| Non-Discretionary | 70 | 0.0 |
| Total | 1,124 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 1,124 | 0.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002041262] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $12.3B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silver Grove Financial Group Inc
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Nova R Wealth Inc
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Certior Financial Group LLC
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Pointe Capital Management LLC
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|
Sarver Vrooman Wealth Advisors LLC
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|
RBA Wealth Management LLC
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|
Blackhawk Capital Partners LLC
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WI | 452.0 M |
|
Virtera Partners LLC
✚
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OH | 451.8 M |