Old North State Wealth Management, LLC
Old North State Wealth Management, LLC is an SEC-registered mass-market adviser in Wilmington, NC with $452.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Old North State Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148659, SEC 801-69690, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $452.6M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Wilmington, NC
- Employees
- 6
- Clients
- 484
- CRD
- 148659
- Ownership
- KNOTT, PAUL, DANIEL; GEORGE, MEG, MICHELLE; ANNECHIARICO, DANIELLE, N
How much AUM does Old North State Wealth Management, LLC have?
Old North State Wealth Management, LLC reported $452.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Old North State Wealth Management, LLC?
Disclosed owners and executives of Old North State Wealth Management, LLC include KNOTT, PAUL, DANIEL, GEORGE, MEG, MICHELLE, ANNECHIARICO, DANIELLE, N. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.