|
Old North State Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 148659 |
| SEC # | 801-69690 |
| CIK # | |
| AUM | $169.9 MM (95% Disc, 100% US) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 910-509-3800 |
| Address | 1430 Commonwealth Drive, Suite 200 Wilmington, NC 28403 |
| Links |
IAPD
Website
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Analytics Partners LLC
✚
|
CA | 0.2 |
|
Auspicious Financial Planning LLC
✚
|
CA | 0.2 |
|
Beekman Capital Management Ltd
✚
|
WA | 0.2 |
|
RRBB Asset Management LLC
✚
|
NJ | 0.2 |
|
EFP Advisors Inc
✚
|
MS | 0.2 |
|
Uhlmann Investment Management LLC
✚
|
IL | 0.2 |
|
Dempsey Lord Smith LLC
✚
|
GA | 0.2 |
|
Trinity Legacy Partners LLC
✚
|
TX | 0.2 |
|
KCS Wealth Advisory LLC
✚
|
CA | 0.2 |
|
Genter Advisors LLC
✚
|
CA | 0.2 |