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

Clients

Accounts

925

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 14, 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
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	NA	Control
O'DONNELL, COLLEEN, KENNEDY	I	CHIEF COMPLIANCE OFFICER	NA	Control
O'DONNELL, COLLEEN, KENNEDY	I	CHIEF COMPLIANCE OFFICER	NA	Control
O'DONNELL, COLLEEN, KENNEDY	I	CHIEF COMPLIANCE OFFICER	NA	Control
O'DONNELL, COLLEEN, KENNEDY	I	CHIEF COMPLIANCE OFFICER	NA	Control
O'DONNELL, COLLEEN, KENNEDY	I	CHIEF COMPLIANCE OFFICER	NA	Control
O'DONNELL, COLLEEN, KENNEDY	I	CHIEF COMPLIANCE OFFICER	NA	Control
O'Donnell, Colleen, K	I	FUTURE COMPLIANCE OFFICER	NA	Control
O'Donnell, Colleen, K	I	FUTURE COMPLIANCE OFFICER	NA	Control
O'Donnell, Colleen, K	I	FUTURE COMPLIANCE OFFICER	NA	Control
O'Donnell, Colleen, K	I	FUTURE COMPLIANCE OFFICER	NA	Control
O'Donnell, Colleen, K	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	NA	Control
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	E	Control
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	E	Control
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	E	Control
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	E	Control
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	E	Control
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	E	Control
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	E	Control
NEVILLE, HOWELL, EVANS	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	E	Control
RIA VENTURES, LLC	DE	MANAGING MEMBER (INITIAL/INTERIM OWNER)	E	Control
RIA VENTURES, LLC	DE	MANAGING MEMBER (INITIAL/INTERIM OWNER)	E	Control
RIA VENTURES, LLC	DE	MANAGING MEMBER (INITIAL/INTERIM OWNER)	E	Control
RIA VENTURES, LLC	DE	MANAGING MEMBER (INITIAL/INTERIM OWNER)	E	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	E	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	E	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	E	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	E	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	B	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	B	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	B	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	B	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	B	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	B	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, PRINCIPAL AND WEALTH MANAGER	B	Control
ROBINSON, MICHELLE, CRANDALL	I	FOUNDER, CHIEF COMPLIANCE OFFICER, PRINCIPAL AND WEALTH MANAGER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
WINN, CHRISTOPHER, EDWARD	I	RIA VENTURES, LLC	E	Control
WINN, CHRISTOPHER, EDWARD	I	RIA VENTURES, LLC	E	Control
WINN, CHRISTOPHER, EDWARD	I	RIA VENTURES, LLC	E	Control
WINN, CHRISTOPHER, EDWARD	I	RIA VENTURES, LLC	E	Control

Registrations

Federal

Aug 14, 2025 REGISTERED

Notice Filings (11)

CA FL MD MI NC NH NJ NY PA TX VA

Address

104 BRADFORD VILLAGE COURT
SOUTHERN PINES, NC 28387
United States

Phone: (910) 475-8312