Private Wealth Management Of North Carolina LLC

Private Wealth Management Of North Carolina LLC (CRD# 149889) is a financial advisory firm headquartered in Henderson, NC. They manage $165,092,436 in 837 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
129 W. Belle Street, Henderson, NC 27536
https://www.linkedin.com/company/private-wealth-management-of-nc
By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $197,243
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Private Wealth Management Of North Carolina LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Choplin, financial advisor Henderson NC
Matthew A. Choplin
CRD#: 6165470
129 W. Belle Street, Henderson, NC 27536

Matthew Choplin (CRD# 6165470) is an Investment Advisor Representative working at Private Wealth Management Of North Carolina LLC in Henderson, NC and has over 11 years of experience in the finance industry.

2
Toney Falkner, financial advisor Henderson NC
Toney O. Falkner
CRD#: 2820826
129 W. Belle Street, Henderson, NC 27536

Toney Falkner (CRD# 2820826) is an Investment Advisor Representative working at Private Wealth Management Of North Carolina LLC in Henderson, NC and has over 27 years of experience in the finance industry.

3
Richard Speers, financial advisor Henderson NC
Richard A. Speers
CRD#: 3193075
129 W. Belle Street, Henderson, NC 27536

Richard Speers (CRD# 3193075) is an Investment Advisor Representative working at Private Wealth Management Of North Carolina LLC in Henderson, NC and has over 25 years of experience in the finance industry.

4
Matthew Woodlief, financial advisor Henderson NC
Matthew B. Woodlief
CRD#: 6009149
129 W. Belle Street, Henderson, NC 27536

Matthew Woodlief (CRD# 6009149) is an Investment Advisor Representative working at Private Wealth Management Of North Carolina LLC in Henderson, NC and has over 12 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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