CAROLINAS WEALTH CONSULTING LLC
CRD #300003 SEC #801-60158 CHARLOTTE, NC 704-643-2455
SEC Registered
Total AUM
$1.5B
Discretionary
$1.1B
Employees
17
Clients
101
Accounts
2,252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.1B | $313.2M | 17 | 0 |
| Mar 2025 | $1.3B | $1B | $303.8M | 18 | 0 |
| Feb 2025 | $1.3B | $1B | $303.8M | 18 | 0 |
| Feb 2025 | $1.3B | $1B | $303.8M | 18 | 0 |
| Mar 2024 | $1.3B | $1B | $303.8M | 18 | 0 |
| Oct 2023 | $1.4B | $1.1B | $368.1M | 20 | 6 |
| Mar 2023 | $1.4B | $1.1B | $368.1M | 20 | 6 |
| Nov 2022 | $1.6B | $1.2B | $442.1M | 20 | 6 |
| Mar 2022 | $1.6B | $1.2B | $442.1M | 20 | 6 |
| Mar 2021 | $1.5B | $1.1B | $394.7M | 21 | 0 |
| Jul 2020 | $1.5B | $1.1B | $354.3M | 20 | 0 |
| Jul 2020 | $1.5B | $1.1B | $354.3M | 20 | 0 |
| Jun 2020 | $1.5B | $1.1B | $354.3M | 20 | 0 |
| Mar 2020 | $1.5B | $1.1B | $354.3M | 20 | 0 |
| Jul 2019 | $1.5B | $381.9M | $1.1B | 25 | 0 |
| May 2019 | $1.5B | $381.9M | $1.1B | 25 | 0 |
DateMar 2025
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$313.2M
Employees17
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$303.8M
Employees18
Clients0
DateFeb 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$303.8M
Employees18
Clients0
DateFeb 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$303.8M
Employees18
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1B
Non-Disc.$303.8M
Employees18
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$368.1M
Employees20
Clients6
DateMar 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$368.1M
Employees20
Clients6
DateNov 2022
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$442.1M
Employees20
Clients6
DateMar 2022
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$442.1M
Employees20
Clients6
DateMar 2021
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$394.7M
Employees21
Clients0
DateJul 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$354.3M
Employees20
Clients0
DateJul 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$354.3M
Employees20
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$354.3M
Employees20
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$354.3M
Employees20
Clients0
DateJul 2019
Total AUM$1.5B
Discretionary$381.9M
Non-Disc.$1.1B
Employees25
Clients0
DateMay 2019
Total AUM$1.5B
Discretionary$381.9M
Non-Disc.$1.1B
Employees25
Clients0