The Pines Wealth Management, LLC
The Pines Wealth Management, LLC is an SEC-registered wealth manager in Southern Pines, NC with $485.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns The Pines Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326353, SEC 801-129712, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $485.9M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Southern Pines, NC
- Employees
- 4
- Clients
- 262
- CRD
- 326353
- Ownership
- O'DONNELL, COLLEEN, KENNEDY; NEVILLE, HOWELL, EVANS; ROBINSON, MICHELLE, CRANDALL; O'Donnell, Colleen, K; RIA VENTURES, LLC
How much AUM does The Pines Wealth Management, LLC have?
The Pines Wealth Management, LLC reported $485.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns The Pines Wealth Management, LLC?
Disclosed owners and executives of The Pines Wealth Management, LLC include O'DONNELL, COLLEEN, KENNEDY, NEVILLE, HOWELL, EVANS, ROBINSON, MICHELLE, CRANDALL, O'Donnell, Colleen, K, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.