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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 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 |
|---|---|---|---|---|
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANNECHIARICO, DANIELLE, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, MEG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
| KNOTT, PAUL, DANIEL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (9)
FL GA LA NC NH NY SC TX VA
Address
1430 COMMONWEALTH DRIVE, SUITE 200WILMINGTON, NC 28403
United States
Phone: 910-509-3800