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 $335,199,925 in 970 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
http://www.thefamilycfo.com
By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    970
    ACCOUNTS
  • Average Account Value
    $345,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, NH, NY, SC, TX, VA

Financial Advisors at Old North State Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Danielle Annechiarico, financial advisor Wilmington NC
Danielle N. Annechiarico
CRD#: 5582433
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403

Danielle Annechiarico (CRD# 5582433) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 15 years of experience in the finance industry.

2
Charles Buckland, financial advisor Wilmington NC
Charles R. Buckland
CRD#: 6313926
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403

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.

3
Paul Knott, financial advisor Wilmington NC
Paul D. Knott
CRD#: 2958392
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403

Paul Knott (CRD# 2958392) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 26 years of experience in the finance industry.

4
David Parsons, financial advisor Wilmington NC
David W. Parsons
CRD#: 856871
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403

David Parsons (CRD# 856871) 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.

5
Theodore Arnheiter, financial advisor Wilmington NC
Theodore L. Arnheiter
CRD#: 1912683
1430 Commonwealth Dr, Suite 200, Wilmington, NC 28403

Theodore Arnheiter (CRD# 1912683) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 35 years of experience in the finance industry.

6
William Hedrick, financial advisor Wilmington NC
William G. Hedrick
CRD#: 7255435
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403

William Hedrick (CRD# 7255435) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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