Active
CAROLINA WEALTH MANAGEMENT, INC.
Investment Advice|GREENVILLE, NC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$711.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 459.3M |
| Non-Discretionary | 252.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 131393 |
| SEC Number | 801-63091 |
| Street Address | 1706-A EAST ARLINGTON BLVD. |
| Location | GREENVILLE, NC 27858 |
| Country | United States |
| Phone | 252-439-1344 |
| Fax | 866-295-6986 |
| Total Employees | 10 |
Client Count by Type (595 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 409 |
| High Net Worth Individual… | 134 |
| Pension/Profit Sharing Pl… | 37 |
| Charitable Organizations | 8 |
| Corporations/Businesses | 7 |
Community Partners
CITY OF GREENVILLE
COUNTY OF PITT
TOWN OF AYDEN
TOWN OF BETHEL
TOWN OF FALKLAND
TOWN OF FARMVILLE
TOWN OF FOUNTAIN
TOWN OF GRIFTON
TOWN OF GRIMESLAND
TOWN OF WINTERVILLE
VILLAGE OF SIMPSON
CITY OF GREENVILLE
COUNTY OF PITT
TOWN OF AYDEN
TOWN OF BETHEL
TOWN OF FALKLAND
TOWN OF FARMVILLE
TOWN OF FOUNTAIN
TOWN OF GRIFTON
TOWN OF GRIMESLAND
TOWN OF WINTERVILLE
VILLAGE OF SIMPSON
CITY OF GREENVILLE
COUNTY OF PITT
TOWN OF AYDEN
TOWN OF BETHEL
TOWN OF FALKLAND
TOWN OF FARMVILLE
TOWN OF FOUNTAIN
TOWN OF GRIFTON
TOWN OF GRIMESLAND
TOWN OF WINTERVILLE
VILLAGE OF SIMPSON
Municipal Government
11 Active
11
Organizations
AYDEN HOUSING AUTHORITY
CONTENTNEA METROPOLITAN SEWERAGE DISTRICT
FARMVILLE HOUSING AUTHORITY
GREENVILLE CITY HOUSING AUTHORITY
GREENVILLE UTILITIES COMMISSION
MID EAST REGIONAL HOUSING AUTHORITY
PITT COUNTY DRAINAGE DISTRICT 2 (GRINDLE CREEK)
PITT COUNTY DRAINAGE DISTRICT 3 AND 7
PITT COUNTY DRAINAGE DISTRICT 4 (JOHNSON MILL RUN)
PITT COUNTY DRAINAGE DISTRICT 8
PITT COUNTY DRAINAGE DISTRICT 9 (CHICOD CREEK)
PITT COUNTY-GREENVILLE CITY AIRPORT AUTHORITY
PITT SOIL AND WATER CONSERVATION DISTRICT
TRILLIUM HEALTH RESOURCES
AYDEN HOUSING AUTHORITY
CONTENTNEA METROPOLITAN SEWERAGE DISTRICT
FARMVILLE HOUSING AUTHORITY
GREENVILLE CITY HOUSING AUTHORITY
GREENVILLE UTILITIES COMMISSION
MID EAST REGIONAL HOUSING AUTHORITY
PITT COUNTY DRAINAGE DISTRICT 2 (GRINDLE CREEK)
PITT COUNTY DRAINAGE DISTRICT 3 AND 7
PITT COUNTY DRAINAGE DISTRICT 4 (JOHNSON MILL RUN)
PITT COUNTY DRAINAGE DISTRICT 8
PITT COUNTY DRAINAGE DISTRICT 9 (CHICOD CREEK)
PITT COUNTY-GREENVILLE CITY AIRPORT AUTHORITY
PITT SOIL AND WATER CONSERVATION DISTRICT
TRILLIUM HEALTH RESOURCES
AYDEN HOUSING AUTHORITY
CONTENTNEA METROPOLITAN SEWERAGE DISTRICT
FARMVILLE HOUSING AUTHORITY
GREENVILLE CITY HOUSING AUTHORITY
GREENVILLE UTILITIES COMMISSION
MID EAST REGIONAL HOUSING AUTHORITY
PITT COUNTY DRAINAGE DISTRICT 2 (GRINDLE CREEK)
PITT COUNTY DRAINAGE DISTRICT 3 AND 7
PITT COUNTY DRAINAGE DISTRICT 4 (JOHNSON MILL RUN)
PITT COUNTY DRAINAGE DISTRICT 8
PITT COUNTY DRAINAGE DISTRICT 9 (CHICOD CREEK)
PITT COUNTY-GREENVILLE CITY AIRPORT AUTHORITY
PITT SOIL AND WATER CONSERVATION DISTRICT
TRILLIUM HEALTH RESOURCES
Special District
14 Active
14
Organizations
NORTHEAST REGIONAL SCHOOL OF BIOTECHNOLOGY AND AGRISCIENCE
PITT COMMUNITY COLLEGE
PITT CO SCH
NORTHEAST REGIONAL SCHOOL OF BIOTECHNOLOGY AND AGRISCIENCE
PITT COMMUNITY COLLEGE
PITT CO SCH
NORTHEAST REGIONAL SCHOOL OF BIOTECHNOLOGY AND AGRISCIENCE
PITT COMMUNITY COLLEGE
PITT CO SCH
School District
3 Active
3
Organizations
100 BLACK MEN OF EASTERN NORTH CAROLINA
220 RIVER VIEW HUNTING CLUB ASSOCIATION
258 HUNT CLUB INC
2ND CHANCETRANSITIONAL HOUSE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
601 FOUNDATION
A BETTER YOU ACADEMY
ACCESS EAST, INC
ACES FOR AUTISM
ADRIAN & TAMARA ATKINSON FOUNDATION INC
ADVANCED OPERATIONAL COMMUNITY OCCUPATIONAL DEVELOPMENT CORP
ADVANTAGE PAYEE SERVICES OF NORTH CAROLINA INC
AFRICA HOPE INITIATIVES
AG COX PTO
AGULU GLOBAL MINISTRY INCORPORATED
ALL ABOUT HIM
ALLEN CHAPEL RIVER OF LIFE MINISTRY INC
ALLIANCE FOR GREATER EASTERN NORTH CAROLINA
ALLIANCE FOR GREATER EASTERN NORTH CAROLINA AGENC
100 BLACK MEN OF EASTERN NORTH CAROLINA
220 RIVER VIEW HUNTING CLUB ASSOCIATION
258 HUNT CLUB INC
2ND CHANCETRANSITIONAL HOUSE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
601 FOUNDATION
A BETTER YOU ACADEMY
ACCESS EAST, INC
ACES FOR AUTISM
ADRIAN & TAMARA ATKINSON FOUNDATION INC
ADVANCED OPERATIONAL COMMUNITY OCCUPATIONAL DEVELOPMENT CORP
ADVANTAGE PAYEE SERVICES OF NORTH CAROLINA INC
AFRICA HOPE INITIATIVES
AG COX PTO
AGULU GLOBAL MINISTRY INCORPORATED
ALL ABOUT HIM
ALLEN CHAPEL RIVER OF LIFE MINISTRY INC
ALLIANCE FOR GREATER EASTERN NORTH CAROLINA
ALLIANCE FOR GREATER EASTERN NORTH CAROLINA AGENC
100 BLACK MEN OF EASTERN NORTH CAROLINA
220 RIVER VIEW HUNTING CLUB ASSOCIATION
258 HUNT CLUB INC
2ND CHANCETRANSITIONAL HOUSE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
601 FOUNDATION
A BETTER YOU ACADEMY
ACCESS EAST, INC
ACES FOR AUTISM
ADRIAN & TAMARA ATKINSON FOUNDATION INC
ADVANCED OPERATIONAL COMMUNITY OCCUPATIONAL DEVELOPMENT CORP
ADVANTAGE PAYEE SERVICES OF NORTH CAROLINA INC
AFRICA HOPE INITIATIVES
AG COX PTO
AGULU GLOBAL MINISTRY INCORPORATED
ALL ABOUT HIM
ALLEN CHAPEL RIVER OF LIFE MINISTRY INC
ALLIANCE FOR GREATER EASTERN NORTH CAROLINA
ALLIANCE FOR GREATER EASTERN NORTH CAROLINA AGENC
Nonprofit Organization
1067 Active
1067
Organizations
Community Partners78 organizations
CITY OF GREENVILLE
Municipal Government·GREENVILLE
TOWN OF BETHEL
Municipal Government·BETHEL
TOWN OF FALKLAND
Municipal Government·FALKLAND
TOWN OF FARMVILLE
Municipal Government·FARMVILLE
TOWN OF FOUNTAIN
Municipal Government·FOUNTAIN
TOWN OF GRIMESLAND
Municipal Government·GRIMESLAND
AYDEN HOUSING AUTHORITY
Special District·AYDEN
CONTENTNEA METROPOLITAN SEWERAGE DISTRICT
Special District·GRIFTON
FARMVILLE HOUSING AUTHORITY
Special District·FARMVILLE
GREENVILLE UTILITIES COMMISSION
Special District·GREENVILLE
PITT COUNTY DRAINAGE DISTRICT 2 (GRINDLE CREEK)
Special District·GRIFTON
PITT COUNTY DRAINAGE DISTRICT 3 AND 7
Special District·GRIFTON
PITT COUNTY DRAINAGE DISTRICT 4 (JOHNSON MILL RUN)
Special District·GRIFTON
PITT COUNTY DRAINAGE DISTRICT 9 (CHICOD CREEK)
Special District·GRIFTON
PITT COUNTY-GREENVILLE CITY AIRPORT AUTHORITY
Special District·GREENVILLE
100 BLACK MEN OF EASTERN NORTH CAROLINA
Nonprofit Organization·Greenville
220 RIVER VIEW HUNTING CLUB ASSOCIATION
Nonprofit Organization·Greenville
258 HUNT CLUB INC
Nonprofit Organization·Greenville
2ND CHANCETRANSITIONAL HOUSE INC
Nonprofit Organization·Greenville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ayden
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fountain
601 FOUNDATION
Nonprofit Organization·Greenville
A BETTER YOU ACADEMY
Nonprofit Organization·Greenville
ACCESS EAST, INC
Nonprofit Organization·GREENVILLE
ACES FOR AUTISM
Nonprofit Organization·GREENVILLE
ADRIAN & TAMARA ATKINSON FOUNDATION INC
Nonprofit Organization·Winterville
ADVANCED OPERATIONAL COMMUNITY OCCUPATIONAL DEVELOPMENT CORP
Nonprofit Organization·Ayden
ADVANTAGE PAYEE SERVICES OF NORTH CAROLINA INC
Nonprofit Organization·Greenville
AFRICA HOPE INITIATIVES
Nonprofit Organization·Greenville
AG COX PTO
Nonprofit Organization·Winterville
AGULU GLOBAL MINISTRY INCORPORATED
Nonprofit Organization·Greenville
ALL ABOUT HIM
Nonprofit Organization·Winterville
ALLEN CHAPEL RIVER OF LIFE MINISTRY INC
Nonprofit Organization·Greenville
ALLIANCE FOR GREATER EASTERN NORTH CAROLINA
Nonprofit Organization·Greenville
ALLIANCE FOR GREATER EASTERN NORTH CAROLINA AGENC
Nonprofit Organization·GREENVILLE
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Greenville
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Winterville
ALPHA EPSILON DELTA
Nonprofit Organization·Greenville
Alpha Gamma Delta Fraternity
Nonprofit Organization·Greenville
ALPHA PHI OMEGA
Nonprofit Organization·Greenville
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·GREENVILLE
ALPHA TAU OMEGA FRATERNITY
Nonprofit Organization·Greenville
ALPHA XI DELTA BUILDING CORPORATION
Nonprofit Organization·GREENVILLE
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Greenville
AMERICAN FISHERIES SOCIETY
Nonprofit Organization·Greenville
AMERICAN GUILD OF ORGANISTS AGO
Nonprofit Organization·Greenville
AMERICAN LEGION
Nonprofit Organization·Ayden
AMERICAN LEGION
Nonprofit Organization·Farmville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Winterville
AMERICAN LEGION POST 39 PITT COUNTY
Nonprofit Organization·GREENVILLE
AMERICAN MARTIAL ARTS ALLIANCE FOUNDATION
Nonprofit Organization·WINTERVILLE
AMERICAN MUSIC FOUNDATION OF NORTH CAROLINA
Nonprofit Organization·Winterville
AMERICAN NEPHROLOGY NURSES ASSOCIATION TAR RIVER #268
Nonprofit Organization·GREENVILLE
AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT
Nonprofit Organization·Greenville
AMERICAN STUDENT DENTAL ASSOCIATION
Nonprofit Organization·Greenville
AN AUTASTIC DREAM INC
Nonprofit Organization·FARMVILLE
AN AUTASTIC DREAM INC
Nonprofit Organization·Farmville
ANCIENT ORDER OF HIBERNIANS IN AMERICA
Nonprofit Organization·Ayden
A NEW DAY OUTREACH CENTER
Nonprofit Organization·Grimesland
A NEW HOPE-A DIFFERENT VISION
Nonprofit Organization·Winterville
ANGEL COPS
Nonprofit Organization·GREENVILLE
AN NISAA MUSLIM WOMENS ASSOCIATION OF EASTERN NORTH CAROLINA INC
Nonprofit Organization·Greenville
A PLACE IN THE HEART THEATRICAL INC
Nonprofit Organization·WINTERVILLE
APRIL RAINES MINISTRIES INC
Nonprofit Organization·Ayden
A PUSH FORWARD COMMUNITY
Nonprofit Organization·Greenville