PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD #149889 SEC #801-108507 HENDERSON, NC 252-492-8694
SEC Registered
Total AUM
$146.7M
Discretionary
$146.7M
Employees
3
Clients
0
Accounts
669
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $146.7M | $146.7M | $0 | 3 | 0 |
| Feb 2025 | $146.7M | $146.7M | $0 | 3 | 0 |
| Oct 2024 | $165.1M | $165.1M | $0 | 4 | 0 |
| Oct 2024 | $165.1M | $165.1M | $0 | 4 | 0 |
| Feb 2024 | $165.1M | $165.1M | $0 | 4 | 0 |
| Sep 2023 | $145.7M | $145.7M | $0 | 4 | 0 |
| Sep 2023 | $145.7M | $145.7M | $0 | 4 | 0 |
| May 2023 | $145.7M | $145.7M | $0 | 4 | 0 |
| Feb 2023 | $145.7M | $145.7M | $0 | 4 | 0 |
| Jun 2022 | $153.5M | $151.7M | $1.8M | 4 | 0 |
| Feb 2022 | $153.5M | $151.7M | $1.8M | 4 | 0 |
| Jan 2021 | $117.4M | $116.6M | $765.8K | 4 | 0 |
| Jun 2020 | $118.1M | $116.9M | $1.2M | 4 | 0 |
| Jun 2020 | $118.1M | $116.9M | $1.2M | 4 | 0 |
| Feb 2020 | $118.1M | $116.9M | $1.2M | 4 | 0 |
| Aug 2019 | $103.4M | $101.5M | $1.9M | 4 | 0 |
| Feb 2019 | $103.4M | $101.5M | $1.9M | 4 | 0 |
| Jan 2018 | $107.8M | $100.8M | $7M | 5 | 0 |
| Jan 2018 | $107.8M | $100.8M | $7M | 5 | 0 |
| Dec 2017 | $107.8M | $100.8M | $7M | 5 | 0 |
| Dec 2017 | $142.1M | $97.1M | $45M | 5 | 0 |
| Dec 2017 | $142.1M | $97.1M | $45M | 5 | 0 |
| Nov 2017 | $142.1M | $97.1M | $45M | 5 | 0 |
| Oct 2017 | $142.1M | $97.1M | $45M | 5 | 0 |
| Jun 2017 | $140.6M | $97.4M | $43.2M | 5 | 270 |
| Mar 2017 | $140.6M | $97.4M | $43.2M | 5 | 270 |
| Oct 2016 | $126.1M | $93.7M | $32.4M | 4 | 245 |
| Feb 2012 | $73.5M | $73.5M | $0 | 1 | 184 |
| Jan 2012 | $73.5M | $73.5M | $0 | 1 | 184 |
| Feb 2011 | $66.2M | $66.2M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$153.5M
Discretionary$151.7M
Non-Disc.$1.8M
Employees4
Clients0
DateFeb 2022
Total AUM$153.5M
Discretionary$151.7M
Non-Disc.$1.8M
Employees4
Clients0
DateJan 2021
Total AUM$117.4M
Discretionary$116.6M
Non-Disc.$765.8K
Employees4
Clients0
DateJun 2020
Total AUM$118.1M
Discretionary$116.9M
Non-Disc.$1.2M
Employees4
Clients0
DateJun 2020
Total AUM$118.1M
Discretionary$116.9M
Non-Disc.$1.2M
Employees4
Clients0
DateFeb 2020
Total AUM$118.1M
Discretionary$116.9M
Non-Disc.$1.2M
Employees4
Clients0
DateAug 2019
Total AUM$103.4M
Discretionary$101.5M
Non-Disc.$1.9M
Employees4
Clients0
DateFeb 2019
Total AUM$103.4M
Discretionary$101.5M
Non-Disc.$1.9M
Employees4
Clients0
DateJan 2018
Total AUM$107.8M
Discretionary$100.8M
Non-Disc.$7M
Employees5
Clients0
DateJan 2018
Total AUM$107.8M
Discretionary$100.8M
Non-Disc.$7M
Employees5
Clients0
DateDec 2017
Total AUM$107.8M
Discretionary$100.8M
Non-Disc.$7M
Employees5
Clients0
DateDec 2017
Total AUM$142.1M
Discretionary$97.1M
Non-Disc.$45M
Employees5
Clients0
DateDec 2017
Total AUM$142.1M
Discretionary$97.1M
Non-Disc.$45M
Employees5
Clients0
DateNov 2017
Total AUM$142.1M
Discretionary$97.1M
Non-Disc.$45M
Employees5
Clients0
DateOct 2017
Total AUM$142.1M
Discretionary$97.1M
Non-Disc.$45M
Employees5
Clients0
DateJun 2017
Total AUM$140.6M
Discretionary$97.4M
Non-Disc.$43.2M
Employees5
Clients270
DateMar 2017
Total AUM$140.6M
Discretionary$97.4M
Non-Disc.$43.2M
Employees5
Clients270
DateOct 2016
Total AUM$126.1M
Discretionary$93.7M
Non-Disc.$32.4M
Employees4
Clients245
DateFeb 2012
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees1
Clients184
DateJan 2012
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees1
Clients184
DateFeb 2011
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--