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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 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 |
|---|---|---|---|---|
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FALKNER, TONEY, OTIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (2)
NC TX
Address
129 W. BELLE STREETHENDERSON, NC 27536
United States
Phone: 252-492-8694