Old North State Wealth Management, LLC

Old North State Wealth Management, LLC (CRD# 148659) is a financial advisory firm headquartered in Wilmington, NC. They manage $105,497,626 in 520 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $202,880
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
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.

LA, NC, SC, TX

Financial Advisors at Old North State Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Danielle N. Annechiarico
CRD#: 5582433
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
93
Wealthminder
score

Danielle Annechiarico (CRD# 5582433) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 9 years of experience in the finance industry.

2
Theodore L. Arnheiter
CRD#: 1912683
1430 Commonwealth Dr, Suite 200, Wilmington, NC 28403
93
Wealthminder
score

Theodore Arnheiter (CRD# 1912683) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 28 years of experience in the finance industry.

3
Charles R. Buckland
CRD#: 6313926
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
87
Wealthminder
score

Charles Buckland (CRD# 6313926) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has 1 year of experience in the finance industry.

4
Paul D. Knott
CRD#: 2958392
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
86
Wealthminder
score

Paul Knott (CRD# 2958392) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 19 years of experience in the finance industry. Paul Knott 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.