OLD NORTH STATE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$452,559,489
Discretionary
$427,686,484
Non-discretionary
$24,873,005
Firm details
- CRD number
- 148659
- SEC file number
- 801-69690
- Main office
- WILMINGTON, NC, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions Other
As of October 2026.