PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

Overview

Private Wealth Management Of North Carolina LLC is an independent registered investment adviser that positions itself as a hands‑on wealth manager for individuals, families and select institutional clients. Registered with the SEC in 2016 and owned by an individual, the firm emphasizes fee arrangements based on a percentage of assets under management and hourly charges for planning work. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity shows a clear bias toward private funds: the firm’s filings identify private funds as the dominant asset type, and it relies on third‑party managers for alternative allocations rather than acting as a direct capital allocator. Private Wealth Management Of North Carolina LLC also identifies as an active ESG investor, which suggests environmental, social and governance factors are integrated into manager selection and security-level screening where applicable. Custodial concentration at Charles Schwab & Co., Inc. indicates most liquid and SMA assets are held and executed through that platform.

Assets & Accounts

Investments & Alternatives

Location & Offices