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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURR, KATHRYN, KEI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KEI, KATHRYN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KEI, KATHRYN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DAMM, DAVID, RONALD | I | CHIEF EXECUTIVE OFFICER | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT | C | Control |
| PSZENNY, DEREK, SANDERSON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| BERRY, DENNIS, R | I | OWNER | B | |
| BERRY, DENNIS, ROBERT | I | OWNER | B | |
| BERRY, DENNIS, ROBERT | I | OWNER | B | |
| BERRY, DENNIS, ROBERT | I | OWNER | B | |
| BERRY, DENNIS, ROBERT | I | OWNER | B | |
| BERRY, DENNIS, ROBERT | I | OWNER | B | |
| BERRY, DENNIS, ROBERT | I | OWNER | B | |
| BERRY, DENNIS, ROBERT | I | OWNER | B | |
| BERRY, DENNIS, ROBERT | I | OWNER | B | |
| SILVER, DAVID, W | I | OWNER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER | A | |
| SILVER, DAVID, WALTER | I | OWNER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | Control |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | Control |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | Control |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | Control |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | Control |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | Control |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | Control |
| SILVER, DAVID, WALTER | I | OWNER, CHIEF COMPLIANCE OFFICER | A | Control |
| SILVER, DAVID, WALTER | I | OWNER | A | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (8)
CO FL GA NC NJ SC TX VA
Address
1706-A EAST ARLINGTON BLVD.GREENVILLE, NC 27858
United States
Phone: 252-439-1344