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| The Pines Wealth Management LLC
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| |
|---|---|
| CRD # | 326353 |
| SEC # | 801-129712 |
| CIK # | |
| AUM | $338.1 MM (2024-07-26) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 910-475-8312 |
| Address | 104 Bradford Village Court Southern Pines, NC 28387 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 50.5 |
| (b) Individuals (high net worth individuals) | 92 | 281.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 338.1 |
| By Discretionary | ||
| Discretionary | 615 | 332.9 |
| Non-Discretionary | 28 | 5.2 |
| Total | 643 | 338.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.1 | |
| Total | 643 | 338.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chaney Capital Management Inc
✚
|
WA | 0.3 |
|
Hall Capital Management Company Inc
✚
|
RI | 0.3 |
|
McClarren Financial Advisors Inc
✚
|
PA | 0.3 |
|
Jacksonville Wealth Management LLC
✚
|
FL | 0.3 |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.3 |
|
Safeguard Financial LLC
✚
|
WI | 0.3 |
|
MB Generational Wealth LLC
✚
|
WA | 0.3 |
|
Wills Financial Group Inc
✚
|
VA | 0.3 |
|
Kailix Advisors LLC
✚
|
FL | 0.3 |
|
Walden Wealth Partners LLC
✚
|
OH | 0.3 |