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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLEMING, SHAWN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLEMING, SHAWN, MICHAEL | I | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
| STEVENSON, JOHN, GREGORY | I | FOUNDER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (2)
NC TX
Address
211 SOUTH CENTER STREETSUITE 417
STATESVILLE, NC 28677
United States
Phone: 704-872-0022