Carolina Wealth Management, Inc.
Carolina Wealth Management, Inc. (CRD# 131393) is a financial advisory firm headquartered in Greenville, NC. They manage $515,883,273 in 522 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management516MILLION
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Total Number of Accounts522ACCOUNTS
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Average Account Value$988,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, NC, SC, TX, VA
Jonathan Blackwell (CRD# 5023105) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 18 years of experience in the finance industry.
David Damm (CRD# 3090486) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 7 years of experience in the finance industry.
Thomas Meyer (CRD# 5299318) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 16 years of experience in the finance industry.
Patrick Molamphy (CRD# 2108671) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 33 years of experience in the finance industry.
Joseph Parker (CRD# 5436765) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 16 years of experience in the finance industry.
Adam Osterbur (CRD# 5979337) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 12 years of experience in the finance industry.
Derek Pszenny (CRD# 2951968) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 26 years of experience in the finance industry.