⚲
|
Old North State Wealth Management LLC
✚
| |
---|---|
CRD # | 148659 |
SEC # | 801-69690 |
CIK # | |
AUM | $335.2 MM (2024-03-22) |
Employees | 6 (100% Investors, 50% Brokers) |
Phone | 910-509-3800 |
Address | 1430 Commonwealth Drive, Suite 200 Wilmington, NC 28403 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 279 | 0.1 |
(b) Individuals (high net worth individuals) | 93 | 0.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 0.0 |
(h) Charitable organizations | 2 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 9 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 970 | 0.3 |
By Discretionary | ||
Discretionary | 917 | 0.3 |
Non-Discretionary | 53 | 0.0 |
Total | 970 | 0.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 0.3 | |
Total | 970 | 0.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Monarch Wealth Strategies
✚
|
CA | 0.3 |
Capstone Wealth Management LLC
✚
|
AL | 0.3 |
Kensho Capital LLC
✚
|
0.3 | |
MBM Wealth Consultants LLC
✚
|
MO | 0.3 |
SARD Wealth Management Group LLC
✚
|
GA | 0.3 |
Blue Water Asset Management LLC
✚
|
MI | 0.3 |
Fidato Wealth LLC
✚
|
OH | 0.3 |
Robinson Smith Wealth Advisors LLC
✚
|
ME | 0.3 |
Exeter Financial LLC
✚
|
AZ | 0.3 |
Mystic Asset Management Inc
✚
|
RI | 0.3 |