CAROLINA WEALTH MANAGEMENT, INC.
CRD #131393 SEC #801-63091 GREENVILLE, NC 252-439-1344
SEC Registered
Total AUM
$711.8M
Discretionary
$459.3M
Employees
10
Clients
25
Accounts
1,404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $711.8M | $459.3M | $252.5M | 10 | 0 |
| Mar 2024 | $623.8M | $2.7M | $621.1M | 9 | 2 |
| Oct 2023 | $515.9M | $2.2M | $513.7M | 8 | 2 |
| Sep 2023 | $515.9M | $2.2M | $513.7M | 8 | 2 |
| Mar 2023 | $515.9M | $2.2M | $513.7M | 8 | 2 |
| Mar 2022 | $589.5M | $2M | $587.5M | 8 | 11 |
| Mar 2021 | $444.2M | $1.5M | $442.8M | 6 | 11 |
| Jun 2020 | $323.3M | $1.2M | $322.1M | 6 | 11 |
| Mar 2020 | $323.3M | $1.2M | $322.1M | 6 | 11 |
| Mar 2019 | $248.5M | $935.7K | $247.5M | 5 | 0 |
| Mar 2018 | $260.4M | $4.1M | $256.3M | 5 | 0 |
| Mar 2018 | $260.4M | $4.1M | $256.3M | 5 | 0 |
| Mar 2017 | $216M | $215.5M | $443.8K | 5 | 400 |
| Mar 2016 | $183.9M | $396.8K | $183.5M | 5 | 400 |
| Mar 2015 | $165M | $0 | $165M | 5 | 300 |
| Mar 2014 | $147M | $0 | $147M | 6 | 300 |
| Mar 2013 | $128.9M | $0 | $128.9M | 6 | 300 |
| Mar 2012 | $118.6M | $0 | $118.6M | 1 | 300 |
| Mar 2011 | $108.4M | $0 | $108.4M | 5 | -- |
| Mar 2009 | $81.3M | $0 | $81.3M | 5 | -- |
| Mar 2008 | $118.7M | $0 | $118.7M | 5 | -- |
| Mar 2007 | $112.2M | $0 | $112.2M | 5 | -- |
| Feb 2006 | $99.2M | $0 | $99.2M | 5 | -- |
| Jul 2004 | $67.5M | $0 | $67.5M | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$711.8M
Discretionary$459.3M
Non-Disc.$252.5M
Employees10
Clients0
DateMar 2024
Total AUM$623.8M
Discretionary$2.7M
Non-Disc.$621.1M
Employees9
Clients2
DateOct 2023
Total AUM$515.9M
Discretionary$2.2M
Non-Disc.$513.7M
Employees8
Clients2
DateSep 2023
Total AUM$515.9M
Discretionary$2.2M
Non-Disc.$513.7M
Employees8
Clients2
DateMar 2023
Total AUM$515.9M
Discretionary$2.2M
Non-Disc.$513.7M
Employees8
Clients2
DateMar 2022
Total AUM$589.5M
Discretionary$2M
Non-Disc.$587.5M
Employees8
Clients11
DateMar 2021
Total AUM$444.2M
Discretionary$1.5M
Non-Disc.$442.8M
Employees6
Clients11
DateJun 2020
Total AUM$323.3M
Discretionary$1.2M
Non-Disc.$322.1M
Employees6
Clients11
DateMar 2020
Total AUM$323.3M
Discretionary$1.2M
Non-Disc.$322.1M
Employees6
Clients11
DateMar 2019
Total AUM$248.5M
Discretionary$935.7K
Non-Disc.$247.5M
Employees5
Clients0
DateMar 2018
Total AUM$260.4M
Discretionary$4.1M
Non-Disc.$256.3M
Employees5
Clients0
DateMar 2018
Total AUM$260.4M
Discretionary$4.1M
Non-Disc.$256.3M
Employees5
Clients0
DateMar 2017
Total AUM$216M
Discretionary$215.5M
Non-Disc.$443.8K
Employees5
Clients400
DateMar 2016
Total AUM$183.9M
Discretionary$396.8K
Non-Disc.$183.5M
Employees5
Clients400
DateMar 2015
Total AUM$165M
Discretionary$0
Non-Disc.$165M
Employees5
Clients300
DateMar 2014
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees6
Clients300
DateMar 2013
Total AUM$128.9M
Discretionary$0
Non-Disc.$128.9M
Employees6
Clients300
DateMar 2012
Total AUM$118.6M
Discretionary$0
Non-Disc.$118.6M
Employees1
Clients300
DateMar 2011
Total AUM$108.4M
Discretionary$0
Non-Disc.$108.4M
Employees5
Clients--
DateMar 2009
Total AUM$81.3M
Discretionary$0
Non-Disc.$81.3M
Employees5
Clients--
DateMar 2008
Total AUM$118.7M
Discretionary$0
Non-Disc.$118.7M
Employees5
Clients--
DateMar 2007
Total AUM$112.2M
Discretionary$0
Non-Disc.$112.2M
Employees5
Clients--
DateFeb 2006
Total AUM$99.2M
Discretionary$0
Non-Disc.$99.2M
Employees5
Clients--
DateJul 2004
Total AUM$67.5M
Discretionary$0
Non-Disc.$67.5M
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--