OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD #148659 SEC #801-69690 WILMINGTON, NC 910-509-3800
SEC Registered
Total AUM
$384.5M
Discretionary
$361.9M
Employees
6
Clients
51
Accounts
1,062
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $384.5M | $361.9M | $22.6M | 6 | 2 |
| Mar 2025 | $384.5M | $361.9M | $22.6M | 6 | 2 |
| Mar 2024 | $335.2M | $312.9M | $22.3M | 6 | 2 |
| Mar 2023 | $265.9M | $254.3M | $11.5M | 6 | 4 |
| Jan 2023 | $287.5M | $272.2M | $15.3M | 6 | 1 |
| Mar 2022 | $287.5M | $272.2M | $15.3M | 6 | 1 |
| Jan 2022 | $243.4M | $224.7M | $18.7M | 6 | 4 |
| Mar 2021 | $243.4M | $224.7M | $18.7M | 6 | 4 |
| Jan 2021 | $224.5M | $204.8M | $19.7M | 5 | 1 |
| Jun 2020 | $224.5M | $204.8M | $19.7M | 5 | 1 |
| Mar 2020 | $224.5M | $204.8M | $19.7M | 5 | 1 |
| May 2019 | $169.9M | $161.6M | $8.3M | 4 | 0 |
| Feb 2019 | $169.9M | $161.6M | $8.3M | 4 | 0 |
| Mar 2018 | $145.4M | $128.6M | $16.8M | 4 | 0 |
| Mar 2017 | $120.4M | $103.8M | $16.6M | 4 | 300 |
| Feb 2016 | $105.5M | $82.3M | $23.1M | 4 | 300 |
| Sep 2015 | $158.8M | $135.2M | $23.6M | 6 | 400 |
| Apr 2015 | $158.8M | $135.2M | $23.6M | 6 | 400 |
| Feb 2015 | $158.8M | $135.2M | $23.6M | 6 | 400 |
| Dec 2014 | $143.8M | $122.7M | $21.1M | 3 | 380 |
| Mar 2014 | $143.8M | $122.7M | $21.1M | 3 | 380 |
| Mar 2014 | $14.4B | $12.3B | $2.1B | 3 | 380 |
| Feb 2014 | $14.4B | $12.3B | $2.1B | 3 | 380 |
| Oct 2013 | $126.1M | $107.3M | $18.8M | 6 | 400 |
| Feb 2013 | $126.1M | $107.3M | $18.8M | 6 | 400 |
| Aug 2012 | $110.5M | $86M | $24.6M | 6 | 400 |
| Jul 2012 | $110.5M | $86M | $24.6M | 6 | 400 |
| Mar 2012 | $110.5M | $86M | $24.6M | 6 | 400 |
| Jan 2012 | $110.5M | $86M | $24.6M | 6 | 400 |
| Apr 2011 | $99.6M | $63.5M | $36.2M | 10 | -- |
| Feb 2011 | $83.9M | $70M | $13.9M | 10 | -- |
| Jul 2009 | $50M | $30M | $20M | 10 | -- |
| Jun 2009 | $50M | $30M | $20M | 10 | -- |
| Apr 2009 | $50M | $30M | $20M | 10 | -- |
DateSep 2025
Total AUM$384.5M
Discretionary$361.9M
Non-Disc.$22.6M
Employees6
Clients2
DateMar 2025
Total AUM$384.5M
Discretionary$361.9M
Non-Disc.$22.6M
Employees6
Clients2
DateMar 2024
Total AUM$335.2M
Discretionary$312.9M
Non-Disc.$22.3M
Employees6
Clients2
DateMar 2023
Total AUM$265.9M
Discretionary$254.3M
Non-Disc.$11.5M
Employees6
Clients4
DateJan 2023
Total AUM$287.5M
Discretionary$272.2M
Non-Disc.$15.3M
Employees6
Clients1
DateMar 2022
Total AUM$287.5M
Discretionary$272.2M
Non-Disc.$15.3M
Employees6
Clients1
DateJan 2022
Total AUM$243.4M
Discretionary$224.7M
Non-Disc.$18.7M
Employees6
Clients4
DateMar 2021
Total AUM$243.4M
Discretionary$224.7M
Non-Disc.$18.7M
Employees6
Clients4
DateJan 2021
Total AUM$224.5M
Discretionary$204.8M
Non-Disc.$19.7M
Employees5
Clients1
DateJun 2020
Total AUM$224.5M
Discretionary$204.8M
Non-Disc.$19.7M
Employees5
Clients1
DateMar 2020
Total AUM$224.5M
Discretionary$204.8M
Non-Disc.$19.7M
Employees5
Clients1
DateMay 2019
Total AUM$169.9M
Discretionary$161.6M
Non-Disc.$8.3M
Employees4
Clients0
DateFeb 2019
Total AUM$169.9M
Discretionary$161.6M
Non-Disc.$8.3M
Employees4
Clients0
DateMar 2018
Total AUM$145.4M
Discretionary$128.6M
Non-Disc.$16.8M
Employees4
Clients0
DateMar 2017
Total AUM$120.4M
Discretionary$103.8M
Non-Disc.$16.6M
Employees4
Clients300
DateFeb 2016
Total AUM$105.5M
Discretionary$82.3M
Non-Disc.$23.1M
Employees4
Clients300
DateSep 2015
Total AUM$158.8M
Discretionary$135.2M
Non-Disc.$23.6M
Employees6
Clients400
DateApr 2015
Total AUM$158.8M
Discretionary$135.2M
Non-Disc.$23.6M
Employees6
Clients400
DateFeb 2015
Total AUM$158.8M
Discretionary$135.2M
Non-Disc.$23.6M
Employees6
Clients400
DateDec 2014
Total AUM$143.8M
Discretionary$122.7M
Non-Disc.$21.1M
Employees3
Clients380
DateMar 2014
Total AUM$143.8M
Discretionary$122.7M
Non-Disc.$21.1M
Employees3
Clients380
DateMar 2014
Total AUM$14.4B
Discretionary$12.3B
Non-Disc.$2.1B
Employees3
Clients380
DateFeb 2014
Total AUM$14.4B
Discretionary$12.3B
Non-Disc.$2.1B
Employees3
Clients380
DateOct 2013
Total AUM$126.1M
Discretionary$107.3M
Non-Disc.$18.8M
Employees6
Clients400
DateFeb 2013
Total AUM$126.1M
Discretionary$107.3M
Non-Disc.$18.8M
Employees6
Clients400
DateAug 2012
Total AUM$110.5M
Discretionary$86M
Non-Disc.$24.6M
Employees6
Clients400
DateJul 2012
Total AUM$110.5M
Discretionary$86M
Non-Disc.$24.6M
Employees6
Clients400
DateMar 2012
Total AUM$110.5M
Discretionary$86M
Non-Disc.$24.6M
Employees6
Clients400
DateJan 2012
Total AUM$110.5M
Discretionary$86M
Non-Disc.$24.6M
Employees6
Clients400
DateApr 2011
Total AUM$99.6M
Discretionary$63.5M
Non-Disc.$36.2M
Employees10
Clients--
DateFeb 2011
Total AUM$83.9M
Discretionary$70M
Non-Disc.$13.9M
Employees10
Clients--
DateJul 2009
Total AUM$50M
Discretionary$30M
Non-Disc.$20M
Employees10
Clients--
DateJun 2009
Total AUM$50M
Discretionary$30M
Non-Disc.$20M
Employees10
Clients--
DateApr 2009
Total AUM$50M
Discretionary$30M
Non-Disc.$20M
Employees10
Clients--