Willingdon Wealth Management LLC

Willingdon Wealth Management LLC (CRD# 129613) is a financial advisory firm headquartered in Huntersville, NC. They manage $194,795,261 in 711 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    711
    ACCOUNTS
  • Average Account Value
    $273,974
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

CT, FL, GA, NC, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Willingdon Wealth Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
James A. Bailey
CRD#: 2726041
821 Kentwood Drive, Suite A, Youngstown, OH 44512
96
Wealthminder
score

James Bailey (CRD# 2726041) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Youngstown, OH and has over 19 years of experience in the finance industry. James Bailey 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 P. Chu
CRD#: 3053585
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078
96
Wealthminder
score

David Chu (CRD# 3053585) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Huntersville, NC and has over 18 years of experience in the finance industry.

3
Lewis M. Kayes
CRD#: 2955249
13801 Reese Boulevard, Suite155, Huntersville, NC 28078
96
Wealthminder
score

Lewis Kayes (CRD# 2955249) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Huntersville, NC and has over 19 years of experience in the finance industry.

4
Theodore E. Ake
CRD#: 1715634
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078
93
Wealthminder
score

Theodore Ake (CRD# 1715634) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Huntersville, NC and has over 25 years of experience in the finance industry.

5
Valorie E. Ake
CRD#: 1156909
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078
93
Wealthminder
score

Valorie Ake (CRD# 1156909) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Huntersville, NC and has over 27 years of experience in the finance industry.

6
Christopher J. Brown
CRD#: 3265510
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078
93
Wealthminder
score

Christopher Brown (CRD# 3265510) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Huntersville, NC and has over 17 years of experience in the finance industry.

7
Peter J. Hunt
CRD#: 5645273
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078
93
Wealthminder
score

Peter Hunt (CRD# 5645273) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Huntersville, NC and has over 7 years of experience in the finance industry.

8
Craig M. Wezenski
CRD#: 3053532
Orange, CT
93
Wealthminder
score

Craig Wezenski (CRD# 3053532) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Orange, CT and has over 18 years of experience in the finance industry.

9
Mark J. Durica
CRD#: 2183387
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078
90
Wealthminder
score

Mark Durica (CRD# 2183387) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Huntersville, NC and has 1 year of experience in the finance industry.

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