TEAM WEALTH PLANNING AND MANAGEMENT, INC.
CRD #129807 SEC #801-67582 CHAPEL HILL, NC 919-942-8145
SEC Registered
Total AUM
$46.6M
Discretionary
$46.6M
Employees
1
Clients
1
Accounts
468
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 11, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND SECRETARY OF CORPORATION | C | Control |
| CARLSON, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND SECRETARY OF CORPORATION | C | Control |
| CARLSON, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND SECRETARY OF CORPORATION | C | Control |
| CARLSON, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND SECRETARY OF CORPORATION | C | Control |
| CARLSON, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND SECRETARY OF CORPORATION | C | Control |
| CARLSON, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND SECRETARY OF CORPORATION | C | Control |
| CARLSON, AMY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER AND SECRETARY OF CORPORATION | C | Control |
| JOHNSRUD, JENNIFER, ANNE | I | PRESIDENT | C | Control |
| JOHNSRUD, JENNIFER, ANNE | I | PRESIDENT | C | Control |
| JOHNSRUD, JENNIFER, ANNE | I | PRESIDENT | C | Control |
| JOHNSRUD, JENNIFER, ANNE | I | PRESIDENT | C | Control |
| JOHNSRUD, JENNIFER, ANNE | I | PRESIDENT | C | Control |
| JOHNSRUD, JENNIFER, ANNE | I | PRESIDENT | C | Control |
| JOHNSRUD, JENNIFER, ANNE | I | PRESIDENT | C | Control |
| MCMANUS, HANNAH, PINCKNEY | I | VICE PRESIDENT | C | Control |
| MCMANUS, HANNAH, PINCKNEY | I | VICE PRESIDENT | C | Control |
| MCMANUS, HANNAH, PINCKNEY | I | VICE PRESIDENT | C | Control |
| MCMANUS, HANNAH, PINCKNEY | I | VICE PRESIDENT | C | Control |
| MCMANUS, HANNAH, PINCKNEY | I | VICE PRESIDENT | C | Control |
| MCMANUS, HANNAH, PINCKNEY | I | VICE PRESIDENT | C | Control |
| MCMANUS, HANNAH, PINCKNEY | I | VICE PRESIDENT | C | Control |
| MCMANUS, JR., LAWRENCE, FRANCIS | I | TREASURER/ VICE PRESIDENT | C | Control |
| MCMANUS, JR., LAWRENCE, FRANCIS | I | TREASURER/ VICE PRESIDENT | C | Control |
| MCMANUS, JR., LAWRENCE, FRANCIS | I | TREASURER/ VICE PRESIDENT | C | Control |
| MCMANUS, JR., LAWRENCE, FRANCIS | I | TREASURER/ VICE PRESIDENT | C | Control |
| MCMANUS, JR., LAWRENCE, FRANCIS | I | TREASURER/ VICE PRESIDENT | C | Control |
| MCMANUS, JR., LAWRENCE, FRANCIS | I | TREASURER/ VICE PRESIDENT | C | Control |
| MCMANUS, JR., LAWRENCE, FRANCIS | I | TREASURER/ VICE PRESIDENT | C | Control |
Registrations
Federal
IA
May 11, 2012 REGISTERED
Notice Filings (4)
MA NC SC TX
Address
1525 EAST FRANKLIN STREETCHAPEL HILL, NC 27514
United States
Phone: 919-942-8145