THE PINES WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$485,880,113
Discretionary
$485,730,808
Non-discretionary
$149,305
Firm details
- CRD number
- 326353
- SEC file number
- 801-129712
- Main office
- SOUTHERN PINES, NC, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://thepineswealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.