CAROLINA WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$798,455,655
Discretionary
$583,817,383
Non-discretionary
$214,638,272
Firm details
- CRD number
- 131393
- SEC file number
- 801-63091
- Main office
- GREENVILLE, NC, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.MYCAROLINAWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.