THE PINES WEALTH MANAGEMENT, LLC
CRD #326353 SEC #801-129712 SOUTHERN PINES, NC (910) 475-8312
SEC Registered
Total AUM
$419.5M
Discretionary
$419.5M
Employees
3
Clients
26
Accounts
925
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $419.5M | $419.5M | $0 | 3 | 0 |
| May 2025 | $419.5M | $419.5M | $0 | 4 | 0 |
| Feb 2025 | $419.5M | $419.5M | $0 | 4 | 0 |
| Jul 2024 | $338.1M | $332.9M | $5.2M | 4 | 0 |
| Jul 2024 | $338.1M | $332.9M | $5.2M | 4 | 0 |
| Apr 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Feb 2024 | $0 | $0 | $0 | 4 | 0 |
| Feb 2024 | $0 | $0 | $0 | 4 | 0 |
DateAug 2025
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$338.1M
Discretionary$332.9M
Non-Disc.$5.2M
Employees4
Clients0
DateJul 2024
Total AUM$338.1M
Discretionary$332.9M
Non-Disc.$5.2M
Employees4
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0