Professional Wealth Management Services LLC
Professional Wealth Management Services LLC is an SEC-registered wealth manager in Statesville, NC with $136.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Professional Wealth Management Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150266, SEC 801-123592, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $136.2M (2026-01-30)
- Firm type
- Wealth Manager
- Location
- Statesville, NC
- Employees
- 3
- Clients
- 60
- CRD
- 150266
- Ownership
- STEVENSON, JOHN, GREGORY; FLEMING, SHAWN, MICHAEL
How much AUM does Professional Wealth Management Services LLC have?
Professional Wealth Management Services LLC reported $136.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Professional Wealth Management Services LLC?
Disclosed owners and executives of Professional Wealth Management Services LLC include STEVENSON, JOHN, GREGORY, FLEMING, SHAWN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.