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 8 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 27 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 18 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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