PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD #150266 SEC #801-123592 STATESVILLE, NC 704-872-0022
SEC Registered
Total AUM
$128.8M
Discretionary
$128.8M
Employees
3
Clients
0
Accounts
61
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $128.8M | $128.8M | $0 | 3 | 0 |
| Mar 2024 | $119M | $119M | $0 | 4 | 0 |
| Mar 2023 | $107.2M | $107.2M | $0 | 4 | 0 |
| Sep 2022 | $117.7M | $117.7M | $0 | 4 | 0 |
| Aug 2022 | $117.7M | $117.7M | $0 | 4 | 0 |
| May 2022 | $117.7M | $117.7M | $0 | 4 | 0 |
| Mar 2022 | $117.7M | $117.7M | $0 | 4 | 0 |
| Mar 2022 | $117.7M | $117.7M | $0 | 4 | 0 |
| Mar 2012 | $62.6M | $60.8M | $1.7M | 1 | 26 |
| Mar 2012 | $62.6M | $60.8M | $1.7M | 1 | 26 |
| Jan 2010 | $61.5M | $60.9M | $581K | 5 | -- |
| Oct 2009 | $60.8M | $60.2M | $585K | 5 | -- |
| Oct 2009 | $60.8M | $60.2M | $585K | 5 | -- |
DateMar 2025
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2012
Total AUM$62.6M
Discretionary$60.8M
Non-Disc.$1.7M
Employees1
Clients26
DateMar 2012
Total AUM$62.6M
Discretionary$60.8M
Non-Disc.$1.7M
Employees1
Clients26
DateJan 2010
Total AUM$61.5M
Discretionary$60.9M
Non-Disc.$581K
Employees5
Clients--
DateOct 2009
Total AUM$60.8M
Discretionary$60.2M
Non-Disc.$585K
Employees5
Clients--
DateOct 2009
Total AUM$60.8M
Discretionary$60.2M
Non-Disc.$585K
Employees5
Clients--