CAROLINA WEALTH ADVISORS, LLC
Legal name: CAROLINA WEALTH ADVISORS
CRD #288837 SEC #801-119040 MYRTLE BEACH, SC (843) 448-4425
SEC Registered
Total AUM
$297.7M
Discretionary
$293.8M
Employees
6
Clients
0
Accounts
1,382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $297.7M | $293.8M | $3.9M | 6 | 0 |
| Mar 2024 | $278.2M | $274.5M | $3.7M | 6 | 0 |
| Mar 2023 | $235M | $233.4M | $1.6M | 6 | 0 |
| Oct 2022 | $200.7M | $199.9M | $832.9K | 5 | 0 |
| Mar 2022 | $200.7M | $199.9M | $832.9K | 5 | 0 |
| Nov 2021 | $159.6M | $158.2M | $1.4M | 4 | 0 |
| Jun 2021 | $159.6M | $158.2M | $1.4M | 4 | 0 |
| Mar 2021 | $159.6M | $158.2M | $1.4M | 4 | 0 |
| Dec 2020 | $115.7M | $115.3M | $424.4K | 5 | 0 |
| Aug 2020 | $115.7M | $115.3M | $424.4K | 5 | 0 |
| Jul 2020 | $115.7M | $115.3M | $424.4K | 5 | 0 |
| Jun 2020 | $115.7M | $115.3M | $424.4K | 5 | 0 |
| Jun 2020 | $115.7M | $115.3M | $424.4K | 5 | 0 |
DateMar 2025
Total AUM$297.7M
Discretionary$293.8M
Non-Disc.$3.9M
Employees6
Clients0
DateMar 2024
Total AUM$278.2M
Discretionary$274.5M
Non-Disc.$3.7M
Employees6
Clients0
DateMar 2023
Total AUM$235M
Discretionary$233.4M
Non-Disc.$1.6M
Employees6
Clients0
DateOct 2022
Total AUM$200.7M
Discretionary$199.9M
Non-Disc.$832.9K
Employees5
Clients0
DateMar 2022
Total AUM$200.7M
Discretionary$199.9M
Non-Disc.$832.9K
Employees5
Clients0
DateNov 2021
Total AUM$159.6M
Discretionary$158.2M
Non-Disc.$1.4M
Employees4
Clients0
DateJun 2021
Total AUM$159.6M
Discretionary$158.2M
Non-Disc.$1.4M
Employees4
Clients0
DateMar 2021
Total AUM$159.6M
Discretionary$158.2M
Non-Disc.$1.4M
Employees4
Clients0
DateDec 2020
Total AUM$115.7M
Discretionary$115.3M
Non-Disc.$424.4K
Employees5
Clients0
DateAug 2020
Total AUM$115.7M
Discretionary$115.3M
Non-Disc.$424.4K
Employees5
Clients0
DateJul 2020
Total AUM$115.7M
Discretionary$115.3M
Non-Disc.$424.4K
Employees5
Clients0
DateJun 2020
Total AUM$115.7M
Discretionary$115.3M
Non-Disc.$424.4K
Employees5
Clients0
DateJun 2020
Total AUM$115.7M
Discretionary$115.3M
Non-Disc.$424.4K
Employees5
Clients0