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| Happy Holidays!! thanks for using AUM13F!! |
| Private Wealth Management of North Carolina LLC
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|---|---|
| CRD # | 149889 |
| SEC # | 801-108507 |
| CIK # | |
| AUM | $146.7 M (2025-03-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 252-492-8694 |
| Address | 129 W Belle Street Henderson, NC 27536 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 40.1 |
| (b) Individuals (high net worth individuals) | 39 | 90.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 16.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 669 | 146.7 |
| By Discretionary | ||
| Discretionary | 669 | 146.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 669 | 146.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.7 | |
| Total | 669 | 146.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Voyage Wealth Management LLC
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|
0.1 | |
|
TLC Group Investment Advisors LLC
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|
PA | 0.1 |
|
Avrio Wealth PTE Ltd
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|
0.1 | |
|
Collar Capital Management LLC
✚
|
WI | 0.1 |
|
Murray Investment Management LLC
✚
|
TX | 0.1 |
|
Read & Powell Financial Services LLC
✚
|
NV | 0.1 |
|
Zinnia Wealth Advisory LLC
✚
|
FL | 0.1 |
|
Investment Insight Wealth Management LLC
✚
|
0.1 | |
|
Korving & Company LLC
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|
VA | 0.1 |
|
Preston Advisory Services LLC
✚
|
AZ | 0.1 |