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| The Pines Wealth Management LLC
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| CRD # | 326353 |
| SEC # | 801-129712 |
| CIK # | 0002037426 |
| AUM | 485.9 M (2026-03-26) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 910-475-8312 |
| Address | 104 Bradford Village Court Southern Pines, NC 28387 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002037426 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.1 | ||
| Apple Inc | 10.2 | ||
| Microsoft Corp | 8.3 | ||
| Amazon Com Inc | 8.0 | ||
| Broadcom Inc | 7.1 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Wal Mart Stores Inc | 5.0 | ||
| Alphabet Inc | 4.7 | ||
| Lilly Eli & Co | 4.4 | ||
| Alphabet Inc | 3.3 | ||
| Fedex Corp | 3.2 | ||
| International Business Machines Corp | 2.6 | ||
| Procter & Gamble Co | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 35.0 |
| (b) Individuals (high net worth individuals) | 144 | 439.7 |
| (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 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 485.9 |
| By Discretionary | ||
| Discretionary | 953 | 485.7 |
| Non-Discretionary | 4 | 0.1 |
| Total | 957 | 485.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 485.9 | |
| Total | 957 | 485.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002037426] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Objectivity Squared LLC
✚
|
SC | 487.8 M |
|
44 Wealth Management LLC
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OR | 487.4 M |
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Brown Lisle/Cummings Inc
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RI | 487.3 M |
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Argent Wealth LLC
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MS | 487.3 M |
|
Three Magnolias Financial Advisors LLC
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|
NC | 487.1 M |
|
Bell & Brown Wealth Advisors LLC
✚
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CA | 486.8 M |
|
Ballina Capital LLC
✚
|
486.3 M | |
|
NWK Group Inc
✚
|
CA | 485.3 M |
|
Vantage Point Financial LLC
✚
|
IL | 484.6 M |
|
Graney & King LLC
✚
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NY | 484.4 M |