Old North State Wealth Management LLC

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Assets, Funds, Holdings

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Old North State Wealth Management LLC
CRD #148659
SEC #801-69690
CIK #
AUM $335.2 MM (2024-03-22)
Employees 6 (100% Investors, 50% Brokers)
Phone910-509-3800
Address1430 Commonwealth Drive, Suite 200
Wilmington, NC 28403
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
151296302006201220182025
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
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