Private Wealth Management Of North Carolina LLC
Private Wealth Management Of North Carolina LLC is an SEC-registered mass-market adviser in Henderson, NC with $162.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Private Wealth Management Of North Carolina LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149889, SEC 801-108507, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $162.8M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Henderson, NC
- Employees
- 3
- Clients
- 269
- CRD
- 149889
- Ownership
- HAGOPIAN, SASSOUN, BOGHOS; FALKNER, TONEY, OTIS
How much AUM does Private Wealth Management Of North Carolina LLC have?
Private Wealth Management Of North Carolina LLC reported $162.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Private Wealth Management Of North Carolina LLC?
Disclosed owners and executives of Private Wealth Management Of North Carolina LLC include HAGOPIAN, SASSOUN, BOGHOS, FALKNER, TONEY, OTIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.