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).

By the Numbers
  • Total Assets Under Management
    516
    MILLION
  • Total Number of Accounts
    522
    ACCOUNTS
  • Average Account Value
    $988,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX, VA

Financial Advisors at Carolina Wealth Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jonathan C. Blackwell
CRD#: 5023105
1706-a East Arlington Blvd., Greenville, NC 27858

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.

2
David R. Damm
CRD#: 3090486
1706-a East Arlington Blvd., Greenville, NC 27858

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.

3
Thomas D. Meyer
CRD#: 5299318
1706-a East Arlington Blvd., Greenville, NC 27858

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.

4
Patrick D. Molamphy
CRD#: 2108671
1706-a East Arlington Blvd., Greenville, NC 27858

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.

5
Joseph P. Parker
CRD#: 5436765
1706-a East Arlington Blvd., Greenville, NC 27858

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.

6
Adam T. Osterbur
CRD#: 5979337
1706-a East Arlington Blvd., Greenville, NC 27858

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.

7
Derek S. Pszenny
CRD#: 2951968
1706-a East Arlington Blvd., Greenville, NC 27858

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.

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