Carolina Wealth Management, Inc.

Carolina Wealth Management, Inc. (CRD# 131393) is a financial advisory firm headquartered in Greenville, NC. They manage $323,255,583 in 1,020 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $316,917
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, GA, NC, SC, TX, VA

Financial Advisors at Carolina Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan C. Blackwell
CRD#: 5023105
1706-a E 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 14 years of experience in the finance industry. Jonathan Blackwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David R. Damm
CRD#: 3090486
1706-a E 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 3 years of experience in the finance industry.

3
Thomas D. Meyer
CRD#: 5299318
1706-a E 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 13 years of experience in the finance industry.

4
Patrick D. Molamphy
CRD#: 2108671
1706-a E 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 29 years of experience in the finance industry.

5
Adam T. Osterbur
CRD#: 5979337
1706-a E 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 8 years of experience in the finance industry.

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