UWHARRIE INVESTMENT ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$337,840,640
Discretionary
$337,840,640
Non-discretionary
$0
Firm details
- CRD number
- 117592
- SEC file number
- 801-63767
- Main office
- ALBEMARLE, NC, United States
- Employees
- 14
- SEC status
- Approved
- Website
- HTTPS://WWW.UWHARRIE.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.